Safeguard Investment Advisory Group’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 | $234K | Buy |
|
|||||
|
2025
Q2 | $204K | Sell |
|
|||||
|
2025
Q1 | $338K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $209K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $205K | Sell |
|
|||||
|
2023
Q4 | $218K | Sell |
|
|||||
|
2023
Q3 | $221K | Sell |
|
|||||
|
2023
Q2 | $252K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $167K | Buy |
|