Talisman Wealth Advisors’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 | $233K | Buy |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $212K | Buy |
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