Fingerlakes 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $204K | Sell |
|
|||||
|
2024
Q4 | $227K | Sell |
|
|||||
|
2024
Q3 | $257K | Buy |
|
|||||
|
2024
Q2 | $247K | Buy |
|
|||||
|
2024
Q1 | $258K | Buy |
|
|||||
|
2023
Q4 | $249K | Hold |
|
|||||
|
2023
Q3 | $248K | Sell |
|
|||||
|
2023
Q2 | $276K | Buy |
|
|||||
|
2023
Q1 | $267K | Buy |
|
|||||
|
2022
Q4 | $262K | Sell |
|
|||||
|
2022
Q3 | $237K | Sell |
|
|||||
|
2022
Q2 | $286K | Sell |
|
|||||
|
2022
Q1 | $296K | Buy |
|
|||||
|
2021
Q4 | $305K | Buy |
|