Synergy Asset Management’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 | $1.11M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $316K | Buy |
|
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3M | Buy |
|
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.36M | Buy |
|