Orgel Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $227K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | $289K | Sell |
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|
2016
Q3 | $306K | Sell |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $352K | Sell |
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|
2015
Q4 | $446K | Buy |
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