Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.94M | Sell |
|
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $361K | Buy |
|
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $271K | Buy |
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