Source Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $507K | Buy |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $249K | Buy |
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