West Financial Advisors’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 | $5.74K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $153 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.95K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $94K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $93K | Buy |
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