Patriot Financial Group Insurance Agency’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 | $1.74M | Sell |
|
|||||
|
2025
Q2 | $1.99M | Buy |
|
|||||
|
2025
Q1 | $2.08M | Buy |
|
|||||
|
2024
Q4 | $2.03M | Sell |
|
|||||
|
2024
Q3 | $2.37M | Buy |
|
|||||
|
2024
Q2 | $1.85M | Buy |
|
|||||
|
2024
Q1 | $1.93M | Sell |
|
|||||
|
2023
Q4 | $1.93M | Buy |
|
|||||
|
2023
Q3 | $1.7M | Buy |
|
|||||
|
2023
Q2 | $1.35M | Buy |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $837K | Buy |
|
|||||
|
2022
Q3 | $721K | Buy |
|
|||||
|
2022
Q2 | $690K | Sell |
|
|||||
|
2022
Q1 | $1.7M | Sell |
|
|||||
|
2021
Q4 | $1.89M | Buy |
|
|||||
|
2021
Q3 | $1.61M | Buy |
|
|||||
|
2021
Q2 | $1.57M | Buy |
|
|||||
|
2021
Q1 | $1.29M | Sell |
|
|||||
|
2020
Q4 | $1.41M | Buy |
|
|||||
|
2020
Q3 | $1.04M | Buy |
|
|||||
|
2020
Q2 | $965K | Sell |
|
|||||
|
2020
Q1 | $889K | Buy |
|
|||||
|
2019
Q4 | $748K | Buy |
|
|||||
|
2019
Q3 | $675K | Buy |
|
|||||
|
2019
Q2 | $621K | Buy |
|
|||||
|
2019
Q1 | $509K | Buy |
|
|||||
|
2018
Q4 | $260K | Buy |
|
|||||
|
2018
Q3 | $125K | Buy |
|
|||||
|
2018
Q2 | $41K | Sell |
|
|||||
|
2018
Q1 | $139K | Buy |
|
|||||
|
2017
Q4 | $152K | Buy |
|
|||||
|
2017
Q3 | $137K | Buy |
|
|||||
|
2017
Q2 | $138K | Buy |
|
|||||
|
2017
Q1 | $128K | Sell |
|
|||||
|
2016
Q4 | $125K | Buy |
|