Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $239 | Buy |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $241K | Buy |
|