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