Lake Point 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
2022
Q2
$343K Hold
2022
Q1
$344K Hold
2021
Q4
$357K Hold
2021
Q3
$309K Hold
2021
Q2
$305K Buy
2020
Q1
$295K Sell
2019
Q4
$338K Buy
2019
Q2
$326K Hold
2019
Q1
$326K Sell
2018
Q4
$681K Buy