Winch Advisory Services’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 | $112K | Sell |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $154K | Buy |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $159K | Buy |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $78K | Hold |
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|
2020
Q3 | $73K | Buy |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $62K | Buy |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q2 | $63K | Buy |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $47K | Buy |
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|
2018
Q3 | $47K | Buy |
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|
2018
Q2 | $45K | Buy |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $49K | Buy |
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|
2017
Q3 | $45K | Buy |
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|
2017
Q2 | $46K | Sell |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $51K | Buy |
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|
2016
Q2 | $49K | Buy |
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|
2016
Q1 | $47K | Sell |
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|
2015
Q4 | $48K | Buy |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | $35K | Sell |
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|
2015
Q1 | $1.47M | Sell |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.44M | Buy |
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|
2014
Q2 | $33K | Buy |
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|
2014
Q1 | $30K | Buy |
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