Icon 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
2023
Q3
$4.6M Sell
2023
Q2
$5.41M Sell
2023
Q1
$6.49M Buy
2022
Q2
$6.58M Sell
2022
Q1
$6.62M Buy
2021
Q4
$6.73M Sell
2021
Q3
$5.92M Buy
2021
Q2
$5.79M Buy
2021
Q1
$5.14M Buy
2020
Q4
$5.04M Buy
2020
Q3
$4.04M Buy
2020
Q2
$2.73M Buy
2020
Q1
$784K Buy
2019
Q4
$848K Buy
2019
Q3
$844K Buy
2019
Q2
$807K Buy
2019
Q1
$746K Buy
2018
Q4
$659K Sell
2018
Q3
$700K Sell
2018
Q2
$704K Sell
2018
Q1
$718K Buy
2017
Q4
$779K Buy