Sage Private Wealth 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
Q2 | $232K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $209K | Sell |
|
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $198K | Sell |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $189K | Buy |
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|
2020
Q4 | $170K | Buy |
|