Signature Wealth Management Partners’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 | $577K | Hold |
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|
2025
Q1 | $655K | Hold |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $794K | Hold |
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|
2024
Q2 | $770K | Hold |
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|
2024
Q1 | $817K | Buy |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $859K | Hold |
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|
2023
Q1 | $846K | Sell |
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|
2022
Q4 | $867K | Sell |
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|
2022
Q3 | $792K | Buy |
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|
2022
Q2 | $792K | Sell |
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|
2022
Q1 | $814K | Hold |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $667K | Hold |
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|
2020
Q4 | $699K | Buy |
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