Rise 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 | $257K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $118K | Buy |
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|
2023
Q3 | $100K | Sell |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $153K | Buy |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $64K | Buy |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $64.8K | Buy |
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