Three Bridge 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 | $544K | Buy |
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|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $677K | Buy |
|