Phillips Wealth Planners’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 | $432K | Buy |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $592K | Buy |
|