Sonoma Private Wealth’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
Sell
2025
Q1
$279K Sell
2024
Q4
$449K Buy
2024
Q3
Sell
2024
Q2
$722K Sell
2024
Q1
$772K Buy
2023
Q4
$734K Sell
2023
Q3
$749K Sell
2023
Q2
$822K Sell
2023
Q1
$813K Sell
2022
Q4
$901K Buy