Shakespeare 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 | $2.82M | Sell |
|
|||||
|
2025
Q2 | $2.65M | Sell |
|
|||||
|
2025
Q1 | $3.22M | Buy |
|
|||||
|
2024
Q4 | $3.26M | Sell |
|
|||||
|
2024
Q3 | $3.65M | Buy |
|
|||||
|
2024
Q2 | $3.54M | Buy |
|
|||||
|
2024
Q1 | $3.75M | Buy |
|
|||||
|
2023
Q4 | $3.64M | Buy |
|
|||||
|
2023
Q3 | $3.63M | Buy |
|
|||||
|
2023
Q2 | $3.94M | Buy |
|
|||||
|
2023
Q1 | $3.88M | Buy |
|
|||||
|
2022
Q4 | $3.84M | Sell |
|
|||||
|
2022
Q3 | $3.47M | Buy |
|
|||||
|
2022
Q2 | $3.54M | Hold |
|
|||||
|
2022
Q1 | $3.6M | Buy |
|
|||||
|
2021
Q4 | $3.69M | Buy |
|
|||||
|
2021
Q3 | $3.14M | Buy |
|
|||||
|
2021
Q2 | $3.21M | Buy |
|
|||||
|
2021
Q1 | $2.92M | Hold |
|
|||||
|
2020
Q4 | $3.06M | Hold |
|
|||||
|
2020
Q3 | $2.86M | Hold |
|
|||||
|
2020
Q2 | $2.73M | Hold |
|
|||||
|
2020
Q1 | $2.48M | Buy |
|
|||||
|
2019
Q4 | $2.77M | Sell |
|
|||||
|
2019
Q3 | $2.8M | Buy |
|
|||||
|
2019
Q2 | $2.66M | Sell |
|
|||||
|
2019
Q1 | $2.51M | Buy |
|
|||||
|
2018
Q4 | $2.24M | Sell |
|
|||||
|
2018
Q3 | $2.27M | Sell |
|
|||||
|
2018
Q2 | $2.23M | Sell |
|
|||||
|
2018
Q1 | $2.25M | Buy |
|
|||||
|
2017
Q4 | $2.48M | Buy |
|