Measured Wealth Private Client Group’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 | $343K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $732K | Hold |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $852K | Buy |
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|
2021
Q1 | $723K | Buy |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $599K | Buy |
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|
2020
Q2 | $539K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $401K | Sell |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $307K | Buy |
|