Sound Financial Strategies Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $569K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | $467K | Sell |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $411K | Sell |
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|
2019
Q4 | $1.42M | Buy |
|