Avitas Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.69M | Sell |
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|
2020
Q3 | $3.83M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.47M | Buy |
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|
2019
Q4 | $2.91M | Buy |
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|
2019
Q3 | $2.92M | Buy |
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|
2019
Q2 | $2.75M | Sell |
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|
2019
Q1 | $2.6M | Buy |
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|
2018
Q4 | $2.33M | Sell |
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|
2018
Q3 | $2.38M | Buy |
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|
2018
Q2 | $2.27M | Buy |
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