Schneider Downs Wealth Management 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 | $265K | Sell |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $701K | Sell |
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|
2021
Q3 | $648K | Sell |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $257K | Buy |
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