Walled Lake Planning & Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $62K | Buy |
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|
2019
Q4 | $56K | Buy |
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