Perigon 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 | $6.97M | Buy |
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|
2025
Q2 | $4.96M | Sell |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $6.65M | Sell |
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|
2024
Q2 | $6.53M | Sell |
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|
2024
Q1 | $7.97M | Buy |
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|
2023
Q4 | $7.33M | Sell |
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|
2023
Q3 | $7.34M | Sell |
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|
2023
Q2 | $8.46M | Buy |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $859K | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $933K | Buy |
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|
2020
Q1 | $940K | Buy |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $234K | Buy |
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|
2019
Q1 | $217K | Sell |
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|
2018
Q4 | $505K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $168K | Hold |
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|
2017
Q4 | $185K | Sell |
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|
2017
Q3 | $187K | Buy |
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|
2017
Q2 | $156K | Sell |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $145K | Buy |
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|
2016
Q2 | $128K | Sell |
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|
2016
Q1 | $123K | Hold |
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|
2015
Q4 | $322K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $991K | Hold |
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|
2014
Q3 | $975K | Hold |
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|
2014
Q2 | $936K | Buy |
|