Balboa Wealth 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
Q3 | $343K | Sell |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $488K | Buy |
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