Lumature Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $155K | Sell |
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|
2021
Q3 | $144K | Sell |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $556K | Buy |
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