Cornerstone 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 | $220K | Hold |
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|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $368K | Hold |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $430K | Buy |
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