Sound View Wealth Advisors 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 | $6.02M | Sell |
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|
2025
Q3 | $5.91M | Sell |
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|
2025
Q2 | $5.8M | Buy |
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|
2025
Q1 | $4.97M | Buy |
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|
2024
Q4 | $5.02M | Buy |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $4.72M | Sell |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $5.25M | Sell |
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|
2023
Q3 | $5.55M | Buy |
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|
2023
Q2 | $5.77M | Sell |
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|
2023
Q1 | $6.54M | Buy |
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|
2022
Q4 | $5.25M | Buy |
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|
2022
Q3 | $4.54M | Sell |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $4.78M | Sell |
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|
2021
Q4 | $5.14M | Buy |
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|
2021
Q3 | $4.37M | Sell |
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|
2021
Q2 | $4.36M | Buy |
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|
2021
Q1 | $3.89M | Sell |
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|
2020
Q4 | $4.14M | Sell |
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|
2020
Q3 | $3.88M | Sell |
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|
2020
Q2 | $3.88M | Buy |
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|
2020
Q1 | $3.37M | Buy |
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|
2019
Q4 | $3.74M | Sell |
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|
2019
Q3 | $4.01M | Sell |
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|
2019
Q2 | $3.86M | Buy |
|