Lineweaver Wealth 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 | $2.65M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $222K | Buy |
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