Wade Financial Advisory’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $581K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $616K | Sell |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $336K | Buy |
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