Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $487 | Sell |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $152K | Sell |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | $69K | Buy |
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