ERTS 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 | – | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $503K | Sell |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $414K | Sell |
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|
2020
Q2 | $443K | Sell |
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|
2020
Q1 | $462K | Hold |
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|
2019
Q4 | $526K | Hold |
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $528K | Sell |
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|
2019
Q1 | $503K | Buy |
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|
2018
Q4 | $415K | Buy |
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