Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $266K | Buy |
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