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
2024
Q4
$209K Sell
2024
Q3
$251K Sell
2024
Q2
$420K Sell
2024
Q1
$463K Sell
2023
Q4
$480K Sell
2023
Q3
$496K Sell
2023
Q2
$581K Sell
2023
Q1
$604K Sell
2022
Q4
$646K Sell
2022
Q3
$616K Sell
2022
Q2
$643K Sell
2022
Q1
$682K Sell
2021
Q4
$2.96M Buy
2021
Q3
$321K Hold
2021
Q2
$316K Sell
2021
Q1
$319K Sell
2020
Q4
$349K Sell
2020
Q3
$1.8M Buy
2020
Q2
$1.72M Buy
2020
Q1
$295K Hold
2019
Q4
$336K Buy