TIA
Trust Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,358
| Closed | -$663K | – | 135 |
|
|
2024
Q4 | $663K | Sell |
4,358
-3,877
| -47% | -$590K | 0.42% | 69 |
|
|
2024
Q3 | $1.4M | Buy |
+8,235
| New | +$1.4M | 0.89% | 34 |
|
|
2015
Q3 | – | Sell |
-4,080
| Closed | -$381K | – | 105 |
|
|
2015
Q2 | $381K | Buy |
4,080
+100
| +3% | +$9.34K | 0.39% | 88 |
|
|
2015
Q1 | $381K | Hold |
3,980
| – | – | 0.38% | 91 |
|
|
2014
Q4 | $376K | Hold |
3,980
| – | – | 0.38% | 86 |
|
|
2014
Q3 | $370K | Sell |
3,980
-6
| -0.2% | -$558 | 0.36% | 89 |
|
|
2014
Q2 | $356K | Buy |
3,986
+206
| +5% | +$18.4K | 0.34% | 89 |
|
|
2014
Q1 | $316K | Buy |
3,780
+800
| +27% | +$66.9K | 0.32% | 92 |
|
|
2013
Q4 | $247K | Buy |
+2,980
| New | +$247K | 0.25% | 96 |
|