Concord Wealth Partners’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 | $1.17M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $3.25M | Buy |
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|
2024
Q2 | $3.03M | Buy |
|
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $142K | Buy |
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