Zhang Financial’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 | $2.61M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $3.22M | Sell |
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|
2024
Q2 | $3.12M | Sell |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $812K | Buy |
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|
2021
Q1 | $775K | Buy |
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|
2020
Q4 | $692K | Sell |
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|
2020
Q3 | $749K | Buy |
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|
2020
Q2 | $704K | Buy |
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|
2020
Q1 | $639K | Buy |
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|
2019
Q4 | $681K | Sell |
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|
2019
Q3 | $706K | Buy |
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|
2019
Q2 | $675K | Sell |
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|
2019
Q1 | $632K | Buy |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $619K | Buy |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | $533K | Sell |
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|
2017
Q1 | $619K | Buy |
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|
2016
Q4 | $464K | Hold |
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|
2016
Q3 | $488K | Hold |
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|
2016
Q2 | $476K | Sell |
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|
2016
Q1 | $467K | Sell |
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|
2015
Q4 | $478K | Sell |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $315K | Buy |
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|
2015
Q1 | $319K | Sell |
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|
2014
Q4 | $325K | Hold |
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|
2014
Q3 | $320K | Sell |
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|
2014
Q2 | $310K | Buy |
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|
2014
Q1 | $280K | Buy |
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|
2013
Q4 | $278K | Hold |
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|
2013
Q3 | $266K | Buy |
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|
2013
Q2 | $251K | Buy |
|