Quantum Financial 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
Q3 | $500K | Buy |
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|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $473K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $427K | Buy |
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