Trellis Advisors’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 | – | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $242K | Buy |
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