WealthOne’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $225K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $78K | Buy |
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