Live Oak Private Wealth’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 | $987K | Buy |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $979K | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $902K | Sell |
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|
2020
Q4 | $955K | Sell |
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|
2020
Q3 | $903K | Sell |
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|
2020
Q2 | $865K | Buy |
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