Segment Wealth 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
Q3 | $1.23M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $959K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $945K | Sell |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $916K | Buy |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $874K | Buy |
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|
2020
Q2 | $826K | Hold |
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|
2020
Q1 | $750K | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $993K | Sell |
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|
2019
Q1 | $930K | Buy |
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|
2018
Q4 | $788K | Sell |
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|
2018
Q3 | $1.09M | Buy |
|
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.1M | Buy |
|
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|
2017
Q3 | $1.02M | Sell |
|
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $827K | Buy |
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|
2016
Q4 | $696K | Buy |
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|
2016
Q3 | $702K | Hold |
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|
2016
Q2 | $684K | Buy |
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|
2016
Q1 | $445K | Hold |
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|
2015
Q4 | $434K | Hold |
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|
2015
Q3 | $411K | Hold |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $415K | Hold |
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|
2014
Q4 | $411K | Sell |
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|
2014
Q3 | $427K | Buy |
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|
2014
Q2 | $410K | Buy |
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|
2014
Q1 | $362K | Buy |
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|
2013
Q4 | $346K | Hold |
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|
2013
Q3 | $332K | Sell |
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|
2013
Q2 | $344K | Buy |
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