Smallwood Wealth Investment Management’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 | $336K | Sell |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $614K | Hold |
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|
2023
Q4 | $595K | Hold |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $808K | Hold |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $574K | Buy |
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