Whitney & Co’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 | $228K | Sell |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $471K | Sell |
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|
2017
Q3 | $514K | Hold |
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|
2017
Q2 | $514K | Sell |
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|
2017
Q1 | $501K | Sell |
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|
2016
Q4 | $498K | Buy |
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|
2016
Q3 | $498K | Hold |
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|
2016
Q2 | $485K | Sell |
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|
2016
Q1 | $480K | Sell |
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|
2015
Q4 | $522K | Buy |
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|
2015
Q3 | $486K | Buy |
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|
2015
Q2 | $472K | Hold |
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|
2015
Q1 | $483K | Sell |
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|
2014
Q4 | $487K | Hold |
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|
2014
Q3 | $480K | Sell |
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|
2014
Q2 | $494K | Sell |
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|
2014
Q1 | $514K | Buy |
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|
2013
Q4 | $494K | Buy |
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|
2013
Q3 | $433K | Buy |
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|
2013
Q2 | $430K | Buy |
|