Kellett Wealth Advisors’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 | $301K | Buy |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $274K | Buy |
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