Trinity Financial 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 | $389K | Buy |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $473K | Hold |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $455K | Hold |
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|
2021
Q3 | $394K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $389K | Buy |
|