Independent Solutions Wealth Management’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 | $534K | Buy |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $960K | Buy |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $264K | Buy |
|