AllGen Financial Advisors’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 | $3.14M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $3.01M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.9M | Sell |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $3.11M | Buy |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.28M | Buy |
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|
2020
Q4 | $2.29M | Buy |
|