High Net Worth Advisory Group’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 | $3.72M | Sell |
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|
2025
Q1 | $4.26M | Sell |
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|
2024
Q4 | $4.34M | Sell |
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|
2024
Q3 | $5.1M | Sell |
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|
2024
Q2 | $4.95M | Hold |
|
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|
2024
Q1 | $5.26M | Sell |
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|
2023
Q4 | $5.28M | Buy |
|
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|
2023
Q3 | $5.19M | Sell |
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|
2023
Q2 | $5.74M | Buy |
|
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $5.68M | Sell |
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|
2022
Q3 | $5.3M | Sell |
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|
2022
Q2 | $5.5M | Buy |
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|
2022
Q1 | $5.53M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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