Wealth Alliance Advisory Group’s PepsiCo PEP Stock Holding History

Wealth Alliance Advisory Group’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.84M	Buy	11,875 +51	+0.4%	+$7.95K	0.29%	64
2025 Q4	$1.7M	Buy	11,824 +12	+0.1%	+$1.76K	0.29%	62
2025 Q3	$1.66M	Sell	11,812 -845	-7%	-$121K	0.3%	59
2025 Q2	$1.67M	Buy	12,657 +282	+2%	+$38K	0.32%	58
2025 Q1	$1.86M	Sell	12,375 -1,189	-9%	-$177K	0.38%	52
2024 Q4	$2.06M	Sell	13,564 -586	-4%	-$96K	0.44%	45
2024 Q3	$2.41M	Buy	14,150 +2,554	+22%	+$439K	0.51%	42
2024 Q2	$1.91M	Sell	11,596 -2,215	-16%	-$382K	0.43%	45
2024 Q1	$2.42M	Buy	13,811 +1,206	+10%	+$203K	0.56%	37
2023 Q4	$2.14M	Sell	12,605 -3,705	-23%	-$614K	0.56%	36
2023 Q3	$2.76M	Buy	16,310 +39	+0.2%	+$7.08K	0.82%	25
2023 Q2	$3.01M	Buy	16,271 +249	+2%	+$46.5K	1.06%	18
2023 Q1	$2.92M	Buy	16,022 +734	+5%	+$128K	1.09%	18
2022 Q4	$2.76M	Sell	15,288 -409	-3%	-$73K	1.06%	20
2022 Q3	$2.56M	Sell	15,697 -1	-0%	-$172	1.13%	18
2022 Q2	$2.62M	Buy	15,698 +701	+5%	+$118K	1.24%	17
2022 Q1	$2.51M	Sell	14,997 -814	-5%	-$137K	1.09%	20
2021 Q4	$2.75M	Buy	15,811 +1,702	+12%	+$278K	1.2%	15
2021 Q3	$2.12M	Buy	14,109 +561	+4%	+$86.8K	1.04%	21
2021 Q2	$2.01M	Hold	13,548	–	–	0.98%	23
2021 Q1	$1.92M	Sell	13,548 -38	-0.3%	-$5.21K	0.98%	22
2020 Q4	$2.02M	Hold	13,586	–	–	1.09%	19
2020 Q3	$1.88M	Sell	13,586 -138	-1%	-$18.8K	1.11%	19
2020 Q2	$1.81M	Buy	13,724 +121	+0.9%	+$15.9K	1.11%	18
2020 Q1	$1.63M	Sell	13,603 -386	-3%	-$52.2K	1.27%	17
2019 Q4	$1.91M	Buy	13,989 +200	+1%	+$27.2K	1.09%	22
2019 Q3	$1.9M	Sell	13,789 -186	-1%	-$24.7K	1.18%	21
2019 Q2	$1.88M	Buy	13,975 +200	+1%	+$25.6K	1.16%	21
2019 Q1	$1.74M	Buy	13,775 +1,030	+8%	+$117K	1.12%	22
2018 Q4	$1.41M	Buy	12,745 +1,093	+9%	+$123K	1.05%	24
2018 Q3	$1.3M	Sell	11,652 -57	-0.5%	-$6.46K	0.67%	35
2018 Q2	$1.27M	Sell	11,709 -448	-4%	-$46.3K	0.7%	32
2018 Q1	$1.33M	Buy	12,157 +2,464	+25%	+$280K	0.77%	30
2017 Q4	$1.16M	Buy	+9,693	New	+$1.11M	1.04%	27