WMS Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.41M | Buy |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $3.87M | Buy |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $4.03M | Sell |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $5.4M | Sell |
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|
2023
Q1 | $5.41M | Buy |
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|
2022
Q4 | $5.34M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $4.99M | Sell |
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|
2022
Q1 | $5.33M | Buy |
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|
2021
Q4 | $5.24M | Sell |
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|
2021
Q3 | $4.77M | Sell |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $4.64M | Sell |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.62M | Sell |
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|
2020
Q2 | $4.48M | Buy |
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|
2020
Q1 | $4.05M | Buy |
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|
2019
Q4 | $4.5M | Sell |
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|
2019
Q3 | $4.52M | Buy |
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|
2019
Q2 | $4.23M | Sell |
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|
2019
Q1 | $4.36M | Sell |
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|
2018
Q4 | $4.08M | Sell |
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|
2018
Q3 | $4.31M | Sell |
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|
2018
Q2 | $4.28M | Buy |
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|
2018
Q1 | $4.24M | Sell |
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|
2017
Q4 | $5.11M | Sell |
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|
2017
Q3 | $4.94M | Sell |
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|
2017
Q2 | $5.24M | Buy |
|
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|
2017
Q1 | $4.78M | Sell |
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|
2016
Q4 | $4.54M | Sell |
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|
2016
Q3 | $4.75M | Sell |
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|
2016
Q2 | $4.63M | Buy |
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|
2016
Q1 | $4.33M | Buy |
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|
2015
Q4 | $4.22M | Sell |
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|
2015
Q3 | $4.02M | Sell |
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|
2015
Q2 | $4.55M | Sell |
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|
2015
Q1 | $4.7M | Buy |
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|
2014
Q4 | $4.3M | Sell |
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|
2014
Q3 | $4.39M | Buy |
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|
2014
Q2 | $4.21M | Buy |
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|
2014
Q1 | $3.92M | Buy |
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|
2013
Q4 | $3.82M | Sell |
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|
2013
Q3 | $3.68M | Buy |
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|
2013
Q2 | $3.76M | Buy |
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