Summit Financial Strategies’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 | – | Sell |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $365K | Hold |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $373K | Hold |
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|
2019
Q2 | $357K | Hold |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $291K | Sell |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $244K | Sell |
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|
2017
Q3 | $239K | Sell |
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|
2017
Q2 | $422K | Buy |
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|
2017
Q1 | $324K | Buy |
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|
2016
Q4 | $303K | Buy |
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|
2016
Q3 | $299K | Buy |
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|
2016
Q2 | $285K | Hold |
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|
2016
Q1 | $275K | Sell |
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|
2015
Q4 | $295K | Sell |
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|
2015
Q3 | $282K | Hold |
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|
2015
Q2 | $279K | Sell |
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|
2015
Q1 | $305K | Buy |
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|
2014
Q4 | $279K | Buy |
|