Ritter Daniher Financial Advisory’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 | $246K | Buy |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $340K | Sell |
|
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|
2024
Q1 | $413K | Hold |
|
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|
2023
Q4 | $401K | Hold |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $265K | Buy |
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