Sage Investment Advisers’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $264K | Buy |
|