Pin Oak Investment 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 | $197K | Buy |
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|
2025
Q2 | $167K | Hold |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $381K | Buy |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $293K | Buy |
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