Cerro Pacific 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
Q2 | $1.67M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.24M | Buy |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $972K | Buy |
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|
2022
Q1 | $807K | Buy |
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|
2021
Q4 | $799K | Sell |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2020
Q4 | $1.75M | Buy |
|