Simon Quick 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
Q3 | $2.07M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $913K | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $970K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $722K | Buy |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $64K | Sell |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $63K | Sell |
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|
2021
Q1 | $88K | Buy |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $46K | Buy |
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|
2019
Q3 | $30K | Sell |
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|
2019
Q2 | $31.7K | Buy |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $82K | Sell |
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|
2017
Q3 | $403K | Buy |
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|
2017
Q2 | $77K | Sell |
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|
2017
Q1 | $333K | Sell |
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|
2016
Q4 | $451K | Buy |
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