Compass Wealth Management’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 | $1.45M | Sell |
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|
2025
Q1 | $4.99M | Buy |
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|
2024
Q4 | $4.91M | Buy |
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|
2024
Q3 | $4.05M | Sell |
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|
2024
Q2 | $4.01M | Buy |
|
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $3.91M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.59M | Sell |
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|
2022
Q4 | $4.68M | Buy |
|