Rockbridge Investment 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
Q2 | $224K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $327K | Buy |
|
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $520K | Sell |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $487K | Sell |
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|
2020
Q4 | $671K | Buy |
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|
2020
Q3 | $611K | Buy |
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|
2020
Q2 | $544K | Buy |
|