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