WealthPlan Investment 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
Q3 | $11.9M | Sell |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $6.48M | Sell |
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|
2023
Q1 | $13.1M | Sell |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $22.8M | Buy |
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|
2022
Q1 | $15.6M | Buy |
|