Sterling Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $445K | Buy |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $484K | Buy |
|
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|
2024
Q3 | $457K | Sell |
|
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|
2024
Q2 | $466K | Sell |
|
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|
2024
Q1 | $504K | Sell |
|
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|
2023
Q4 | $499K | Buy |
|
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|
2023
Q3 | $481K | Buy |
|
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|
2023
Q2 | $525K | Buy |
|
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|
2023
Q1 | $516K | Sell |
|
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|
2022
Q4 | $531K | Buy |
|
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|
2022
Q3 | $480K | Buy |
|
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|
2022
Q2 | $489K | Buy |
|
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|
2022
Q1 | $491K | Buy |
|
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|
2021
Q4 | $509K | Sell |
|
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|
2021
Q3 | $459K | Sell |
|
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $452K | Sell |
|
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|
2020
Q4 | $481K | Buy |
|