Polaris Wealth Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $9.29M | Sell |
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|
2023
Q1 | $9.92M | Buy |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $632K | Buy |
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|
2019
Q4 | $704K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $210K | Sell |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $177K | Sell |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $226K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $30K | Hold |
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|
2013
Q4 | $30K | Hold |
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|
2013
Q3 | $28.3K | Hold |
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|
2013
Q2 | $29.1K | Buy |
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