Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $450K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $510K | Buy |
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