Trail Ridge Investment 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 | $307K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $821K | Sell |
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|
2022
Q2 | $806K | Buy |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $409K | Buy |
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