LWM Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $616K | Buy |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $363K | Buy |
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