Willner & Heller’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 | $422K | Sell |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $551K | Buy |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $440K | Buy |
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