White Lighthouse Investment Management’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 | $240K | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $432K | Hold |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $249K | Buy |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $240K | Buy |
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