Transform Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $274K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $739K | Sell |
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|
2019
Q2 | $923K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.16M | Sell |
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|
2017
Q4 | $2.03M | Buy |
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