Perennial Advisors’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 | $557K | Sell |
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|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $954K | Sell |
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|
2023
Q4 | $932K | Sell |
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|
2023
Q3 | $951K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $938K | Sell |
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|
2022
Q3 | $858K | Sell |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $580K | Hold |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $367K | Hold |
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|
2019
Q4 | $418K | Hold |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q2 | $398K | Hold |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $379K | Hold |
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|
2017
Q3 | $352K | Hold |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $352K | Buy |
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