Castle 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 | $215K | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $404K | Sell |
|
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $535K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $471K | Buy |
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