O'Brien 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $97.8K | Buy |
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|
2024
Q4 | $63.4K | Sell |
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|
2024
Q3 | $87.9K | Sell |
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|
2024
Q2 | $86.8K | Hold |
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|
2024
Q1 | $92.1K | Sell |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $95K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $67K | Buy |
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