AWM
Allen Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,413
| Closed | -$212K | – | 62 |
|
|
2025
Q1 | $212K | Buy |
1,413
+40
| +3% | +$6K | 0.15% | 60 |
|
|
2024
Q4 | $209K | Sell |
1,373
-196
| -12% | -$29.8K | 0.15% | 58 |
|
|
2024
Q3 | $267K | Hold |
1,569
| – | – | 0.19% | 55 |
|
|
2024
Q2 | $259K | Buy |
1,569
+181
| +13% | +$29.9K | 0.23% | 54 |
|
|
2024
Q1 | $243K | Buy |
1,388
+26
| +2% | +$4.55K | 0.21% | 55 |
|
|
2023
Q4 | $231K | Buy |
+1,362
| New | +$231K | 0.23% | 50 |
|