AWA
Amplius Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,347
| Closed | -$202K | – | 207 |
|
|
2025
Q1 | $202K | Sell |
1,347
-28
| -2% | -$4.2K | 0.02% | 178 |
|
|
2024
Q4 | $209K | Sell |
1,375
-24
| -2% | -$3.65K | 0.02% | 168 |
|
|
2024
Q3 | $238K | Sell |
1,399
-82
| -6% | -$13.9K | 0.03% | 153 |
|
|
2024
Q2 | $244K | Sell |
1,481
-692
| -32% | -$114K | 0.03% | 148 |
|
|
2024
Q1 | $380K | Sell |
2,173
-68
| -3% | -$11.9K | 0.04% | 112 |
|
|
2023
Q4 | $381K | Buy |
2,241
+60
| +3% | +$10.2K | 0.05% | 112 |
|
|
2023
Q3 | $370K | Sell |
2,181
-50
| -2% | -$8.47K | 0.05% | 110 |
|
|
2023
Q2 | $413K | Sell |
2,231
-66
| -3% | -$12.2K | 0.06% | 108 |
|
|
2023
Q1 | $419K | Buy |
2,297
+926
| +68% | +$169K | 0.06% | 111 |
|
|
2022
Q4 | $248K | Buy |
+1,371
| New | +$248K | 0.04% | 135 |
|
|
2022
Q1 | – | Sell |
-796
| Closed | -$138K | – | 699 |
|
|
2021
Q4 | $138K | Buy |
+796
| New | +$138K | 0.02% | 216 |
|