Kolinsky 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
2024 Q4	–	Sell	-2,523	Closed	-$429K	–	194
2024 Q3	$429K	Sell	2,523 -218	-8%	-$37.5K	0.28%	78
2024 Q2	$452K	Buy	2,741 +253	+10%	+$43.7K	0.32%	65
2024 Q1	$435K	Buy	2,488 +32	+1%	+$5.39K	0.33%	71
2023 Q4	$417K	Buy	2,456 +4	+0.2%	+$663	0.37%	67
2023 Q3	$415K	Sell	2,452 -110	-4%	-$20K	0.41%	59
2023 Q2	$471K	Buy	2,562 +334	+15%	+$62.3K	0.45%	52
2023 Q1	$406K	Sell	2,228 -95	-4%	-$16.6K	0.43%	51
2022 Q4	$420K	Sell	2,323 -13	-0.6%	-$2.32K	0.48%	47
2022 Q3	$381K	Buy	2,336 +160	+7%	+$27.6K	0.48%	40
2022 Q2	$363K	Buy	2,176 +26	+1%	+$4.38K	0.43%	52
2022 Q1	$360K	Buy	2,150 +137	+7%	+$23K	0.35%	58
2021 Q4	$350K	Buy	+2,013	New	+$329K	0.32%	77