SFMG Wealth 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 | $831K | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $751K | Buy |
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|
2021
Q1 | $696K | Sell |
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|
2020
Q4 | $881K | Buy |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $680K | Buy |
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|
2020
Q1 | $427K | Buy |
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|
2019
Q4 | $472K | Hold |
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|
2019
Q3 | $474K | Hold |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $243K | Sell |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $310K | Sell |
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|
2017
Q3 | $309K | Hold |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $314K | Buy |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $260K | Sell |
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|
2016
Q2 | $264K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.08M | Sell |
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|
2015
Q1 | $2.3M | Buy |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $983K | Hold |
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|
2014
Q1 | $919K | Sell |
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|
2013
Q4 | $915K | Buy |
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|
2013
Q3 | $875K | Sell |
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|
2013
Q2 | $914K | Buy |
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