GeoWealth 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 | $2.68M | Buy |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $2.96M | Sell |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $19K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $24K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $336K | Buy |
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