IAG Wealth Partners’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 | $98.2K | Sell |
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|
2025
Q1 | $143K | Sell |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $205K | Hold |
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $212K | Buy |
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