Landmark Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $211K | Hold |
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2023
Q3 | $210K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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