Rooted 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 | $278K | Sell |
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|
2025
Q2 | $442K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $551K | Buy |
|