AW
Atlas Wealth’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
4,314
+126
| +3% | +$17K | 0.21% | 61 |
|
|
2025
Q1 | $628K | Buy |
4,188
+293
| +8% | +$43.9K | 0.24% | 53 |
|
|
2024
Q4 | $592K | Hold |
3,895
| – | – | 0.22% | 54 |
|
|
2024
Q3 | $662K | Sell |
3,895
-4,609
| -54% | -$784K | 0.29% | 46 |
|
|
2024
Q2 | $1.38M | Buy |
8,504
+4,252
| +100% | +$691K | 0.16% | 91 |
|
|
2024
Q1 | $744K | Hold |
4,252
| – | – | 0.36% | 40 |
|
|
2023
Q4 | $720K | Hold |
4,252
| – | – | 0.39% | 38 |
|
|
2023
Q3 | $720K | Sell |
4,252
-109
| -2% | -$18.5K | 0.13% | 91 |
|
|
2023
Q2 | $804K | Hold |
4,361
| – | – | 0.15% | 92 |
|
|
2023
Q1 | $795K | Hold |
4,361
| – | – | 0.16% | 89 |
|
|
2022
Q4 | $788K | Buy |
+4,361
| New | +$788K | 0.21% | 70 |
|