Encompass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $395K | Hold |
|
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $669K | Hold |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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