Amplius Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $138K | Buy |
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