AWA
Aaron Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
6,145
-852
| -12% | -$112K | 0.08% | 157 |
|
|
2025
Q1 | $1.05M | Sell |
6,997
-644
| -8% | -$96.6K | 0.12% | 122 |
|
|
2024
Q4 | $1.16M | Buy |
7,641
+1,068
| +16% | +$162K | 0.13% | 102 |
|
|
2024
Q3 | $1.12M | Buy |
6,573
+759
| +13% | +$129K | 0.13% | 103 |
|
|
2024
Q2 | $959K | Buy |
5,814
+157
| +3% | +$25.9K | 0.13% | 99 |
|
|
2024
Q1 | $990K | Buy |
5,657
+898
| +19% | +$157K | 0.14% | 96 |
|
|
2023
Q4 | $808K | Sell |
4,759
-668
| -12% | -$113K | 0.13% | 97 |
|
|
2023
Q3 | $920K | Sell |
5,427
-152
| -3% | -$25.8K | 0.12% | 90 |
|
|
2023
Q2 | $1.03M | Buy |
5,579
+140
| +3% | +$25.9K | 0.13% | 95 |
|
|
2023
Q1 | $992K | Buy |
5,439
+803
| +17% | +$146K | 0.14% | 94 |
|
|
2022
Q4 | $838K | Buy |
4,636
+1,347
| +41% | +$243K | 0.12% | 101 |
|
|
2022
Q3 | $537K | Buy |
3,289
+464
| +16% | +$75.8K | 0.1% | 103 |
|
|
2022
Q2 | $470K | Sell |
2,825
-498,478
| -99% | -$82.9M | 0.12% | 107 |
|
|
2022
Q1 | $3M | Buy |
501,303
+498,478
| +17,645% | +$2.98M | 0.04% | 179 |
|
|
2021
Q4 | $490K | Sell |
2,825
-111
| -4% | -$19.3K | 0.14% | 98 |
|
|
2021
Q3 | $441K | Sell |
2,936
-62
| -2% | -$9.31K | 0.12% | 98 |
|
|
2021
Q2 | $444K | Sell |
2,998
-75
| -2% | -$11.1K | 0.15% | 99 |
|
|
2021
Q1 | $434K | Sell |
3,073
-169
| -5% | -$23.9K | 0.16% | 93 |
|
|
2020
Q4 | $480K | Buy |
+3,242
| New | +$480K | 0.18% | 82 |
|