Safir 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
Q2 | – | Sell |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Buy |
|