SOA 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 | $391K | Sell |
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|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $702K | Sell |
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|
2024
Q3 | $834K | Buy |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $880K | Sell |
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|
2023
Q1 | $871K | Buy |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $635K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $591K | Buy |
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