Phoenix 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
Q2 | $881K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $2.99M | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.68M | Buy |
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