GoalVest Advisory’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.61M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.78M | Buy |
|
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.75M | Buy |
|
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.79M | Buy |
|
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|
2023
Q4 | $977K | Buy |
|
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|
2023
Q3 | $736K | Buy |
|
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|
2023
Q2 | $662K | Sell |
|
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|
2023
Q1 | $1.26M | Sell |
|
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q2 | $595K | Buy |
|