Intelligent Financial Strategies’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 | $110K | Sell |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $653K | Hold |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $628K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $661K | Buy |
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