Summit Financial’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 | $5.08M | Buy |
|
|||||
|
2025
Q1 | $4.24M | Buy |
|
|||||
|
2024
Q4 | $4M | Buy |
|
|||||
|
2024
Q3 | $3.14M | Buy |
|
|||||
|
2024
Q2 | $2.9M | Buy |
|
|||||
|
2024
Q1 | $1.77M | Buy |
|
|||||
|
2023
Q4 | $1.64M | Buy |
|
|||||
|
2023
Q3 | $1.43M | Buy |
|
|||||
|
2023
Q2 | $1.55M | Buy |
|
|||||
|
2023
Q1 | $526K | Sell |
|
|||||
|
2022
Q4 | $545K | Sell |
|
|||||
|
2022
Q3 | $757K | Sell |
|
|||||
|
2022
Q2 | $806K | Sell |
|
|||||
|
2022
Q1 | $869K | Buy |
|
|||||
|
2021
Q4 | $691K | Buy |
|
|||||
|
2021
Q3 | $578K | Buy |
|
|||||
|
2021
Q2 | $292K | Buy |
|