N.E.W. 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $466K | Buy |
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|
2025
Q4 | $424K | Buy |
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|
2025
Q3 | $347K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $347K | Sell |
|
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $257K | Buy |
|