Wescott Financial Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $347K | Sell |
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|
2025
Q3 | $371K | Buy |
|
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|
2025
Q2 | $290K | Sell |
|
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|
2025
Q1 | $348K | Sell |
|
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|
2024
Q4 | $364K | Sell |
|
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|
2024
Q3 | $423K | Buy |
|
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|
2024
Q2 | $408K | Buy |
|
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|
2024
Q1 | $306K | Buy |
|
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $290K | Sell |
|
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|
2023
Q2 | $396K | Buy |
|