Kestra Private Wealth Services’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 | $17.8M | Buy |
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|
2025
Q1 | $16.6M | Buy |
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|
2024
Q4 | $16.8M | Buy |
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|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $18.2M | Buy |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $12.6M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.1M | Buy |
|
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|
2022
Q4 | $7.73M | Buy |
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|
2022
Q3 | $6.4M | Sell |
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|
2022
Q2 | $6.68M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $5.91M | Buy |
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|
2021
Q2 | $5.57M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $5.23M | Sell |
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|
2020
Q3 | $4.93M | Buy |
|