Clearview 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 | $292K | Sell |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $631K | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $284K | Buy |
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