Wealthspan Partners’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 | $221K | Sell |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $563K | Sell |
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|
2021
Q4 | $601K | Buy |
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