Core 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
Q2 | $308K | Buy |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $194K | Buy |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $173K | Hold |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $161K | Sell |
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|
2021
Q1 | $181K | Hold |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $188K | Hold |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $198K | Buy |
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