Lorne Steinberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $245K | Hold |
|
|||||
|
2023
Q3 | $245K | Hold |
|
|||||
|
2023
Q2 | $267K | Hold |
|
|||||
|
2023
Q1 | $263K | Hold |
|
|||||
|
2022
Q4 | $261K | Hold |
|
|||||
|
2022
Q3 | $236K | Buy |
|
|||||
|
2022
Q2 | $240K | Hold |
|
|||||
|
2022
Q1 | $242K | Hold |
|
|||||
|
2021
Q4 | $251K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $246K | Buy |
|