Congress 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 | $5.61M | Buy |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $3.82M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $2.26M | Buy |
|
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $13M | Buy |
|
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|
2023
Q1 | $12.7M | Sell |
|
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $1.76M | Buy |
|