Elk River 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
Q3 | $237K | Hold |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $3.85M | Sell |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.75M | Buy |
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|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $5.08M | Sell |
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|
2023
Q1 | $5.25M | Buy |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.39M | Buy |
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|
2022
Q2 | $4.34M | Buy |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $3.11M | Buy |
|