Legend 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $28.5K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $16K | Buy |
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|
2023
Q3 | $12.5K | Sell |
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|
2023
Q2 | $25.2K | Hold |
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|
2023
Q1 | $24.8K | Sell |
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|
2022
Q4 | $30.2K | Buy |
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|
2022
Q3 | $12.1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $332K | Buy |
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