Tilia Fiduciary Partners’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 | $332K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $3.75M | Hold |
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|
2022
Q3 | $3.38M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.56M | Buy |
|