Shufro Rose & Co’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 | $3.88M | Hold |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $4.3M | Hold |
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|
2024
Q2 | $4.3M | Buy |
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|
2024
Q1 | $4.54M | Hold |
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|
2023
Q4 | $4.4M | Hold |
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|
2023
Q3 | $4.4M | Hold |
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|
2023
Q2 | $4.8M | Hold |
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|
2023
Q1 | $4.73M | Sell |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $4.23M | Buy |
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|
2022
Q2 | $4.31M | Buy |
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|
2022
Q1 | $4.31M | Buy |
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|
2021
Q4 | $4.46M | Hold |
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|
2021
Q3 | $3.86M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $216K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $211K | Sell |
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|
2016
Q1 | $697K | Buy |
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|
2015
Q4 | $627K | Sell |
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|
2015
Q3 | $602K | Hold |
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|
2015
Q2 | $595K | Sell |
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|
2015
Q1 | $682K | Hold |
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|
2014
Q4 | $674K | Sell |
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|
2014
Q3 | $682K | Sell |
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|
2014
Q2 | $684K | Sell |
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|
2014
Q1 | $673K | Sell |
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|
2013
Q4 | $676K | Hold |
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|
2013
Q3 | $648K | Buy |
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|
2013
Q2 | $660K | Buy |
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