One Charles Private Wealth 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
Q2 | $281K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $264K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $210K | Buy |
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