True Link Financial 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 | $297K | Sell |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $798K | Buy |
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