Summit Financial Wealth 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 | $655K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $713K | Hold |
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|
2024
Q4 | $715K | Buy |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $549K | Hold |
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|
2021
Q2 | $541K | Sell |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $547K | Sell |
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|
2020
Q3 | $579K | Hold |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $568K | Hold |
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|
2019
Q4 | $616K | Sell |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $587K | Sell |
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $516K | Sell |
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|
2018
Q3 | $499K | Sell |
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|
2018
Q2 | $671K | Hold |
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|
2018
Q1 | $671K | Sell |
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|
2017
Q4 | $3.03M | Sell |
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|
2017
Q3 | $3.23M | Sell |
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|
2017
Q2 | $4.28M | Sell |
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|
2017
Q1 | $4.29M | Sell |
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|
2016
Q4 | $4.4M | Sell |
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|
2016
Q3 | $4.63M | Sell |
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|
2016
Q2 | $6.14M | Sell |
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|
2016
Q1 | $6.21M | Sell |
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|
2015
Q4 | $6.07M | Buy |
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|
2015
Q3 | $4.63M | Sell |
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|
2015
Q2 | $4.65M | Sell |
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|
2015
Q1 | $4.87M | Buy |
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|
2014
Q4 | $4.76M | Buy |
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