Shepherd Financial Partners’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 | $1.02M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $970K | Sell |
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|
2022
Q4 | $965K | Buy |
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|
2022
Q3 | $856K | Buy |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $373K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $702K | Sell |
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|
2017
Q3 | $739K | Hold |
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|
2017
Q2 | $770K | Sell |
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|
2017
Q1 | $811K | Buy |
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|
2016
Q4 | $755K | Buy |
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