Regal 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
Q2 | $2.8M | Sell |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $4.28M | Sell |
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|
2024
Q3 | $4.94M | Buy |
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|
2024
Q2 | $4.71M | Buy |
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|
2024
Q1 | $4.72M | Buy |
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|
2023
Q4 | $4.51M | Buy |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.45M | Buy |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $956K | Sell |
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|
2018
Q1 | $2.9M | Sell |
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|
2017
Q4 | $3.28M | Buy |
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|
2017
Q3 | $3.04M | Sell |
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|
2017
Q2 | $3.23M | Buy |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $970K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $969K | Sell |
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|
2016
Q1 | $1.14M | Sell |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $784K | Buy |
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|
2015
Q2 | $535K | Buy |
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|
2015
Q1 | $513K | Buy |
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|
2014
Q4 | $286K | Sell |
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|
2014
Q3 | $674K | Buy |
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|
2014
Q2 | $590K | Buy |
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|
2014
Q1 | $464K | Buy |
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|
2013
Q4 | $378K | Sell |
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|
2013
Q3 | $506K | Sell |
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|
2013
Q2 | $603K | Buy |
|