Proquility Private Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $958K | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $950K | Buy |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $879K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $872K | Sell |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $599K | Buy |
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