BMS 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
2023
Q2
$406K Sell
2023
Q1
$574K Sell
2022
Q4
$601K Buy
2022
Q3
$514K Sell
2022
Q2
$539K Buy
2022
Q1
$519K Buy
2021
Q4
$508K Buy