Waldron Private Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.4M | Sell |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $3.43M | Hold |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.43M | Buy |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $3.47M | Buy |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.19M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.77M | Buy |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.72M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $883K | Sell |
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|
2018
Q1 | $898K | Hold |
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|
2017
Q4 | $987K | Buy |
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|
2017
Q3 | $787K | Buy |
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|
2017
Q2 | $688K | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $624K | Buy |
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|
2016
Q3 | $600K | Sell |
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|
2016
Q2 | $842K | Buy |
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|
2016
Q1 | $575K | Buy |
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|
2015
Q4 | $526K | Sell |
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|
2015
Q3 | $549K | Buy |
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|
2015
Q2 | $434K | Buy |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $368K | Buy |
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|
2014
Q3 | $358K | Sell |
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|
2014
Q2 | $346K | Buy |
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|
2014
Q1 | $269K | Buy |
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|
2013
Q4 | $265K | Buy |
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