Strategic Wealth Partners’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 | $375K | Sell |
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|
2025
Q2 | $404K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $571K | Buy |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $850K | Buy |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.34M | Hold |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $93.9K | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.13M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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