Heartwood 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
Q3 | $972K | Sell |
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|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $901K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $622K | Hold |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $594K | Hold |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $367K | Buy |
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