APWA
Atlas Private Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
5,857
-1,804
| -24% | -$238K | 0.1% | 99 |
|
|
2025
Q1 | $1.15M | Sell |
7,661
-3,105
| -29% | -$466K | 0.16% | 76 |
|
|
2024
Q4 | $1.64M | Buy |
10,766
+240
| +2% | +$36.5K | 0.23% | 58 |
|
|
2024
Q3 | $1.79M | Sell |
10,526
-258
| -2% | -$43.9K | 0.26% | 50 |
|
|
2024
Q2 | $1.78M | Buy |
10,784
+5,458
| +102% | +$900K | 0.29% | 47 |
|
|
2024
Q1 | $932K | Sell |
5,326
-5,396
| -50% | -$944K | 0.31% | 43 |
|
|
2023
Q4 | $1.82M | Sell |
10,722
-1,908
| -15% | -$324K | 0.34% | 37 |
|
|
2023
Q3 | $2.14M | Buy |
12,630
+1,630
| +15% | +$276K | 0.4% | 41 |
|
|
2023
Q2 | $2.04M | Buy |
11,000
+5,495
| +100% | +$1.02M | 0.41% | 43 |
|
|
2023
Q1 | $1M | Buy |
5,505
+692
| +14% | +$126K | 0.46% | 37 |
|
|
2022
Q4 | $870K | Sell |
4,813
-153
| -3% | -$27.6K | 0.46% | 44 |
|
|
2022
Q3 | $811K | Buy |
4,966
+111
| +2% | +$18.1K | 0.49% | 46 |
|
|
2022
Q2 | $809K | Sell |
4,855
-657
| -12% | -$109K | 0.49% | 50 |
|
|
2022
Q1 | $923K | Buy |
5,512
+320
| +6% | +$53.6K | 0.41% | 52 |
|
|
2021
Q4 | $902K | Buy |
5,192
+105
| +2% | +$18.2K | 0.42% | 59 |
|
|
2021
Q3 | $765K | Buy |
5,087
+367
| +8% | +$55.2K | 0.4% | 56 |
|
|
2021
Q2 | $699K | Buy |
4,720
+1
| +0% | +$148 | 0.38% | 63 |
|
|
2021
Q1 | $667K | Buy |
4,719
+665
| +16% | +$94K | 0.37% | 58 |
|
|
2020
Q4 | $601K | Buy |
4,054
+363
| +10% | +$53.8K | 0.4% | 55 |
|
|
2020
Q3 | $512K | Sell |
3,691
-652
| -15% | -$90.4K | 0.43% | 52 |
|
|
2020
Q2 | $574K | Buy |
+4,343
| New | +$574K | 0.51% | 45 |
|