Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $5.21M | Sell |
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|
2024
Q2 | $5.09M | Buy |
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|
2024
Q1 | $4.98M | Sell |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | $4.98M | Buy |
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|
2023
Q1 | $4.47M | Sell |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $4.1M | Buy |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $4.47M | Sell |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $632K | Buy |
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