Spartan Planning & Wealth Management’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
$448K Buy
2022
Q4
$830K Buy
2022
Q3
$463K Sell
2022
Q2
$496K Sell
2022
Q1
$671K Buy