Willow Creek Wealth 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
Q2 | $351K | Sell |
|
|||||
|
2025
Q1 | $399K | Sell |
|
|||||
|
2024
Q4 | $406K | Buy |
|
|||||
|
2024
Q3 | $387K | Sell |
|
|||||
|
2024
Q2 | $390K | Buy |
|
|||||
|
2024
Q1 | $396K | Buy |
|
|||||
|
2023
Q4 | $347K | Sell |
|
|||||
|
2023
Q3 | $376K | Sell |
|
|||||
|
2023
Q2 | $506K | Buy |
|
|||||
|
2023
Q1 | $402K | Buy |
|
|||||
|
2022
Q4 | $384K | Sell |
|
|||||
|
2022
Q3 | $444K | Buy |
|
|||||
|
2022
Q2 | $439K | Buy |
|
|||||
|
2022
Q1 | $357K | Hold |
|
|||||
|
2021
Q4 | $371K | Buy |
|
|||||
|
2021
Q3 | $317K | Buy |
|
|||||
|
2021
Q2 | $306K | Buy |
|
|||||
|
2021
Q1 | $290K | Hold |
|
|||||
|
2020
Q4 | $304K | Hold |
|
|||||
|
2020
Q3 | $284K | Sell |
|
|||||
|
2020
Q2 | $275K | Sell |
|
|||||
|
2020
Q1 | $259K | Buy |
|
|||||
|
2019
Q4 | $293K | Sell |
|
|||||
|
2019
Q3 | $298K | Hold |
|
|||||
|
2019
Q2 | $285K | Buy |
|
|||||
|
2019
Q1 | $262K | Sell |
|
|||||
|
2018
Q4 | $241K | Hold |
|
|||||
|
2018
Q3 | $244K | Sell |
|
|||||
|
2018
Q2 | $254K | Sell |
|
|||||
|
2018
Q1 | $276K | Buy |
|