WFA of San Diego’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 | $75.5K | Buy |
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|
2024
Q3 | $153K | Sell |
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|
2024
Q2 | $153K | Buy |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $2.35M | Buy |
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