Values Added Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434K | Buy |
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|
2025
Q4 | $382K | Buy |
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|
2025
Q3 | $357K | Buy |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $286K | Buy |
|