Opal Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $123K | Buy |
|
|||||
|
2025
Q1 | $121K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $155K | Sell |
|
|||||
|
2024
Q1 | $222K | Sell |
|
|||||
|
2023
Q4 | $295K | Sell |
|
|||||
|
2023
Q3 | $318K | Sell |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $318K | Buy |
|
|||||
|
2022
Q4 | $290K | Buy |
|
|||||
|
2022
Q3 | $260K | Buy |
|
|||||
|
2022
Q2 | $264K | Buy |
|
|||||
|
2022
Q1 | $221K | Sell |
|
|||||
|
2021
Q4 | $244K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $257K | Buy |
|
|||||
|
2021
Q1 | $217K | Buy |
|