Wealthspire Advisors (New York)’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 | $10.3M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $5.45M | Buy |
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|
2024
Q3 | $5.61M | Buy |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $5.37M | Sell |
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|
2023
Q4 | $5.21M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $4.95M | Buy |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $4.15M | Sell |
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|
2021
Q4 | $5.09M | Buy |
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|
2021
Q3 | $4.24M | Buy |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $7.08M | Buy |
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|
2020
Q4 | $5.47M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $5.57M | Buy |
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|
2019
Q4 | $740K | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $145K | Buy |
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