Westbourne 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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.76M | Hold |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.76M | Hold |
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|
2023
Q3 | $1.75M | Hold |
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|
2023
Q2 | $1.92M | Hold |
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|
2023
Q1 | $1.89M | Hold |
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|
2022
Q4 | $1.87M | Hold |
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|
2022
Q3 | $1.69M | Hold |
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|
2022
Q2 | $1.73M | Hold |
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|
2022
Q1 | $1.73M | Hold |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $745K | Hold |
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|
2021
Q2 | $733K | Hold |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $882K | Hold |
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|
2020
Q3 | $825K | Hold |
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|
2020
Q2 | $787K | Hold |
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|
2020
Q1 | $715K | Buy |
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|
2019
Q4 | $776K | Buy |
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|
2019
Q3 | $729K | Sell |
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|
2019
Q2 | $736K | Sell |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $643K | Hold |
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|
2018
Q3 | $650K | Sell |
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|
2018
Q2 | $638K | Sell |
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|
2018
Q1 | $651K | Buy |
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|
2017
Q4 | $703K | Sell |
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|
2017
Q3 | $661K | Buy |
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|
2017
Q2 | $680K | Sell |
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|
2017
Q1 | $662K | Hold |
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|
2016
Q4 | $619K | Sell |
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|
2016
Q3 | $652K | Sell |
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|
2016
Q2 | $645K | Buy |
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|
2016
Q1 | $522K | Sell |
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|
2015
Q4 | $519K | Sell |
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|
2015
Q3 | $572K | Sell |
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|
2015
Q2 | $576K | Buy |
|