CLA (CliftonLarsonAllen) 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 | – | Sell |
|
|||||
|
2025
Q2 | $1.36M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.86M | Buy |
|
|||||
|
2024
Q3 | $1.98M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $562K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $1.61M | Buy |
|
|||||
|
2017
Q2 | $1.58M | Buy |
|
|||||
|
2017
Q1 | $1.5M | Buy |
|
|||||
|
2016
Q4 | $1.29M | Buy |
|
|||||
|
2016
Q3 | $1.2M | Buy |
|