OneAscent 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 | $672K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.06M | Buy |
|
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|
2023
Q4 | $991K | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $982K | Buy |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $984K | Buy |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $669K | Buy |
|