WR Wealth Planners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.01M | Sell |
|
|||||
|
2024
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q2 | $1.09M | Buy |
|
|||||
|
2024
Q1 | $1.15M | Sell |
|
|||||
|
2023
Q4 | $1.13M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Buy |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $990K | Buy |
|
|||||
|
2022
Q4 | $39.5K | Sell |
|
|||||
|
2022
Q3 | $40.3K | Buy |
|
|||||
|
2022
Q2 | $41K | Hold |
|
|||||
|
2022
Q1 | $41.1K | Buy |
|