Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $753K | Sell |
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|
2025
Q2 | $787K | Buy |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $800K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $323K | Buy |
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