HHM 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 | $425K | Buy |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $186K | Buy |
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