Private Wealth Strategies’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $483K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $503K | Hold |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $427K | Hold |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $346K | Hold |
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|
2019
Q4 | $394K | Buy |
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