Goldstein 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
$370K Buy
2025
Q1
$394K Sell
2024
Q4
$424K Sell
2024
Q3
$487K Buy
2024
Q2
$424K Buy
2024
Q1
$411K Buy
2023
Q4
$375K Sell
2023
Q3
$388K Buy
2023
Q2
$404K Hold
2023
Q1
$397K Buy
2022
Q4
$386K Buy