VERITY Wealth 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 | $960K | Hold |
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|
2025
Q2 | $903K | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.16M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $906K | Hold |
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|
2021
Q2 | $893K | Sell |
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|
2021
Q1 | $966K | Hold |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $939K | Hold |
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|
2020
Q2 | $896K | Hold |
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|
2020
Q1 | $814K | Hold |
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|
2019
Q4 | $926K | Hold |
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|
2019
Q3 | $929K | Hold |
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|
2019
Q2 | $888K | Sell |
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|
2019
Q1 | $849K | Hold |
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|
2018
Q4 | $765K | Buy |
|