True Wealth Design’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 | $270K | Buy |
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|
2025
Q2 | $178K | Buy |
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|
2025
Q1 | $192K | Buy |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $67.3K | Buy |
|
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|
2024
Q1 | $69.1K | Buy |
|
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|
2023
Q4 | $38.7K | Buy |
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|
2023
Q3 | $4.24K | Hold |
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|
2023
Q2 | $4.63K | Sell |
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|
2023
Q1 | $79.7K | Sell |
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|
2022
Q4 | $82.8K | Buy |
|