Wills Financial Group’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 | $6.91M | Buy |
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|
2025
Q1 | $7.78M | Buy |
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|
2024
Q4 | $7.55M | Buy |
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|
2024
Q3 | $8.36M | Buy |
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|
2024
Q2 | $7.94M | Sell |
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|
2024
Q1 | $8.43M | Sell |
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|
2023
Q4 | $8.19M | Sell |
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|
2023
Q3 | $8.22M | Buy |
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|
2023
Q2 | $8.97M | Buy |
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|
2023
Q1 | $8.81M | Buy |
|
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|
2022
Q4 | $8.6M | Buy |
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|
2022
Q3 | $7.76M | Buy |
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|
2022
Q2 | $7.89M | Sell |
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|
2022
Q1 | $7.95M | Sell |
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|
2021
Q4 | $8.29M | Buy |
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|
2021
Q3 | $7.06M | Sell |
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|
2021
Q2 | $7.06M | Sell |
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|
2021
Q1 | $6.77M | Buy |
|
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|
2020
Q4 | $6.97M | Buy |
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|
2020
Q3 | $6.36M | Buy |
|
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|
2020
Q2 | $6.03M | Sell |
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|
2020
Q1 | $5.49M | Buy |
|
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|
2019
Q4 | $6.16M | Sell |
|
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|
2019
Q3 | $6.21M | Sell |
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|
2019
Q2 | $5.94M | Sell |
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|
2019
Q1 | $5.55M | Buy |
|
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|
2018
Q4 | $4.86M | Buy |
|
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|
2018
Q3 | $4.9M | Buy |
|
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|
2018
Q2 | $4.72M | Buy |
|
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|
2018
Q1 | $4.48M | Buy |
|
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|
2017
Q4 | $4.87M | Buy |
|
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|
2017
Q3 | $4.47M | Buy |
|
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|
2017
Q2 | $4.5M | Sell |
|
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|
2017
Q1 | $4.44M | Buy |
|
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|
2016
Q4 | $4.13M | Buy |
|
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|
2016
Q3 | $4.23M | Sell |
|
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|
2016
Q2 | $4.29M | Sell |
|
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|
2016
Q1 | $4.18M | Sell |
|
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|
2015
Q4 | $4.09M | Sell |
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|
2015
Q3 | $3.97M | Buy |
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|
2015
Q2 | $3.87M | Buy |
|
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|
2015
Q1 | $3.78M | Buy |
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|
2014
Q4 | $3.58M | Buy |
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|
2014
Q3 | $3.3M | Buy |
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|
2014
Q2 | $3.02M | Buy |
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|
2014
Q1 | $2.55M | Buy |
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|
2013
Q4 | $2.32M | Buy |
|