Obermeyer Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $757K | Sell |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $19M | Sell |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $20.4M | Buy |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $446K | Hold |
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|
2016
Q4 | $417K | Hold |
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|
2016
Q3 | $433K | Hold |
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|
2016
Q2 | $422K | Hold |
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|
2016
Q1 | $408K | Hold |
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|
2015
Q4 | $398K | Sell |
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|
2015
Q3 | $385K | Buy |
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|
2015
Q2 | $372K | Sell |
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|
2015
Q1 | $424K | Hold |
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|
2014
Q4 | $419K | Buy |
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|
2014
Q3 | $213K | Hold |
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|
2014
Q2 | $204K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $214K | Sell |
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|
2013
Q3 | $229K | Hold |
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|
2013
Q2 | $235K | Buy |
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