Oxford Financial Group’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 | $391K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $845K | Buy |
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|
2023
Q1 | $806K | Buy |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $888K | Buy |
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|
2020
Q2 | $796K | Sell |
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|
2020
Q1 | $754K | Buy |
|