Sheets Smith 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 | $7.35M | Sell |
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|
2025
Q2 | $7.31M | Sell |
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|
2025
Q1 | $8.6M | Sell |
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|
2024
Q4 | $8.78M | Buy |
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|
2024
Q3 | $9.7M | Sell |
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|
2024
Q2 | $18.9M | Sell |
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|
2024
Q1 | $21.1M | Buy |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $21.4M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $20.9M | Sell |
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|
2022
Q3 | $19.2M | Buy |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $19.6M | Sell |
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|
2021
Q4 | $22.3M | Buy |
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|
2021
Q3 | $19.2M | Sell |
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|
2021
Q2 | $18.9M | Buy |
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|
2021
Q1 | $18.1M | Buy |
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|
2020
Q4 | $18.8M | Buy |
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|
2020
Q3 | $16.9M | Buy |
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|
2020
Q2 | $15.3M | Buy |
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|
2020
Q1 | $13.8M | Buy |
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|
2019
Q4 | $6.46M | Buy |
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|
2019
Q3 | $6.02M | Buy |
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|
2019
Q2 | $5.57M | Buy |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $971K | Buy |
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|
2018
Q3 | $928K | Sell |
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|
2018
Q2 | $905K | Buy |
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|
2018
Q1 | $906K | Hold |
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|
2017
Q4 | $995K | Buy |
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|
2017
Q3 | $925K | Hold |
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|
2017
Q2 | $959K | Buy |
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|
2017
Q1 | $926K | Hold |
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|
2016
Q4 | $866K | Sell |
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|
2016
Q3 | $912K | Sell |
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|
2016
Q2 | $920K | Hold |
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|
2016
Q1 | $889K | Sell |
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|
2015
Q4 | $887K | Sell |
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|
2015
Q3 | $847K | Sell |
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|
2015
Q2 | $924K | Sell |
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|
2015
Q1 | $960K | Sell |
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|
2014
Q4 | $996K | Sell |
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|
2014
Q3 | $999K | Sell |
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|
2014
Q2 | $975K | Buy |
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|
2014
Q1 | $902K | Sell |
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|
2013
Q4 | $975K | Sell |
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|
2013
Q3 | $975K | Sell |
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|
2013
Q2 | $1.01M | Buy |
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