AWAU
Alliance Wealth Advisors (Utah)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
5,443
+430
| +9% | +$56.8K | 0.17% | 128 |
|
|
2025
Q1 | $752K | Buy |
5,013
+38
| +0.8% | +$5.7K | 0.2% | 115 |
|
|
2024
Q4 | $757K | Buy |
4,975
+760
| +18% | +$116K | 0.2% | 125 |
|
|
2024
Q3 | $717K | Buy |
4,215
+265
| +7% | +$45.1K | 0.19% | 123 |
|
|
2024
Q2 | $651K | Buy |
3,950
+248
| +7% | +$40.9K | 0.19% | 119 |
|
|
2024
Q1 | $648K | Buy |
3,702
+652
| +21% | +$114K | 0.19% | 117 |
|
|
2023
Q4 | $518K | Sell |
3,050
-24
| -0.8% | -$4.08K | 0.17% | 122 |
|
|
2023
Q3 | $521K | Buy |
3,074
+130
| +4% | +$22K | 0.19% | 113 |
|
|
2023
Q2 | $545K | Buy |
2,944
+144
| +5% | +$26.7K | 0.2% | 114 |
|
|
2023
Q1 | $511K | Buy |
2,800
+167
| +6% | +$30.4K | 0.21% | 114 |
|
|
2022
Q4 | $476K | Buy |
+2,633
| New | +$476K | 0.21% | 112 |
|