AWC
Adamsbrown Wealth Consultants’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
3,198
-1,171
| -27% | -$155K | 0.12% | 61 |
|
|
2025
Q1 | $655K | Sell |
4,369
-2,780
| -39% | -$417K | 0.21% | 41 |
|
|
2024
Q4 | $1.09M | Sell |
7,149
-243
| -3% | -$36.9K | 0.37% | 31 |
|
|
2024
Q3 | $1.26M | Buy |
7,392
+36
| +0.5% | +$6.12K | 0.44% | 27 |
|
|
2024
Q2 | $1.21M | Buy |
7,356
+278
| +4% | +$45.8K | 0.47% | 21 |
|
|
2024
Q1 | $1.24M | Buy |
7,078
+108
| +2% | +$18.9K | 0.5% | 23 |
|
|
2023
Q4 | $1.18M | Buy |
6,970
+260
| +4% | +$44.2K | 0.52% | 22 |
|
|
2023
Q3 | $1.14M | Buy |
6,710
+77
| +1% | +$13K | 0.56% | 25 |
|
|
2023
Q2 | $1.23M | Sell |
6,633
-13
| -0.2% | -$2.41K | 0.65% | 23 |
|
|
2023
Q1 | $1.21M | Buy |
6,646
+56
| +0.8% | +$10.2K | 0.7% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
6,590
+11
| +0.2% | +$1.99K | 0.72% | 24 |
|
|
2022
Q3 | $1.07M | Buy |
6,579
+229
| +4% | +$37.4K | 0.82% | 26 |
|
|
2022
Q2 | $1.06M | Buy |
6,350
+138
| +2% | +$23K | 0.83% | 25 |
|
|
2022
Q1 | $1.04M | Buy |
6,212
+428
| +7% | +$71.7K | 0.82% | 27 |
|
|
2021
Q4 | $1.01M | Buy |
+5,784
| New | +$1.01M | 0.91% | 23 |
|