Trek 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
Q3 | $307K | Sell |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $455K | Buy |
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|
2020
Q3 | $200K | Buy |
|