Carolina 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
Q3 | $124K | Buy |
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|
2025
Q2 | $64.3K | Hold |
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|
2025
Q1 | $73K | Sell |
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|
2024
Q4 | $81.5K | Hold |
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|
2024
Q3 | $91.1K | Buy |
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|
2024
Q2 | $82.5K | Hold |
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|
2024
Q1 | $87.5K | Hold |
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|
2023
Q4 | $84.9K | Hold |
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|
2023
Q3 | $84.7K | Hold |
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|
2023
Q2 | $92.6K | Hold |
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|
2023
Q1 | $91.2K | Hold |
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|
2022
Q4 | $90K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $75K | Sell |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $76K | Buy |
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|
2020
Q3 | $5K | Buy |
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