AWM
Axxcess Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
69,040
-1,404
| -2% | -$185K | 0.21% | 92 |
|
|
2025
Q1 | $10.6M | Buy |
70,444
+198
| +0.3% | +$29.7K | 0.28% | 70 |
|
|
2024
Q4 | $10.7M | Sell |
70,246
-507
| -0.7% | -$77.1K | 0.26% | 69 |
|
|
2024
Q3 | $12M | Sell |
70,753
-6,874
| -9% | -$1.17M | 0.3% | 65 |
|
|
2024
Q2 | $12.8M | Buy |
77,627
+9,136
| +13% | +$1.51M | 0.34% | 55 |
|
|
2024
Q1 | $12M | Sell |
68,491
-698
| -1% | -$122K | 0.33% | 60 |
|
|
2023
Q4 | $11.8M | Buy |
69,189
+13,108
| +23% | +$2.23M | 0.34% | 63 |
|
|
2023
Q3 | $9.5M | Buy |
56,081
+24,726
| +79% | +$4.19M | 0.32% | 68 |
|
|
2023
Q2 | $5.81M | Buy |
31,355
+2,544
| +9% | +$471K | 0.42% | 55 |
|
|
2023
Q1 | $5.25M | Buy |
28,811
+260
| +0.9% | +$47.4K | 0.4% | 53 |
|
|
2022
Q4 | $5.16M | Buy |
28,551
+5,458
| +24% | +$986K | 0.43% | 49 |
|
|
2022
Q3 | $3.77M | Buy |
23,093
+377
| +2% | +$61.5K | 0.36% | 62 |
|
|
2022
Q2 | $3.79M | Buy |
22,716
+119
| +0.5% | +$19.8K | 0.35% | 61 |
|
|
2022
Q1 | $3.78M | Sell |
22,597
-118
| -0.5% | -$19.8K | 0.3% | 70 |
|
|
2021
Q4 | $3.95M | Buy |
+22,715
| New | +$3.95M | 0.29% | 68 |
|