Sage Mountain 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 | $1.1M | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $838K | Buy |
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|
2021
Q1 | $797K | Buy |
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|
2020
Q4 | $227K | Buy |
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