Symphony Financial’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
$4.36M Buy
2025
Q2
$4.31M Buy
2025
Q1
Sell
2024
Q4
$1.33M Sell
2024
Q3
$2.17M Buy
2024
Q2
$1.99M Buy
2024
Q1
$1.9M Buy
2023
Q4
$1.65M Buy
2023
Q3
$1.57M Sell
2023
Q2
$1.73M Sell
2023
Q1
$1.86M Sell
2022
Q4
$1.97M Buy
2022
Q3
$1.58M Buy
2022
Q2
$1.34M Sell
2022
Q1
$237K Buy
2021
Q4
$1.19M Buy
2021
Q3
$856K Sell
2021
Q2
$959K Sell
2021
Q1
$1.38M Buy
2020
Q4
$1.37M Buy
2020
Q3
$1.25M Sell
2020
Q2
$1.23M Buy
2020
Q1
$626K Buy