Henrickson Nauta 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 | $293K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $226K | Buy |
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