Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $402K | Buy |
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|
2019
Q4 | $351K | Buy |
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