Perfromance 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
Q3 | $405K | Sell |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $499K | Hold |
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|
2023
Q2 | $549K | Hold |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $556K | Buy |
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