EverSource 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 | $1.16M | Buy |
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|
2025
Q1 | $945K | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $490K | Buy |
|