Sax 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 | $1.59M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $620K | Hold |
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|
2023
Q1 | $610K | Hold |
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|
2022
Q4 | $604K | Sell |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $614K | Hold |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $335K | Buy |
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