BWM
BCGM Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
1,740
+45
| +3% | +$5.94K | 0.06% | 154 |
|
|
2025
Q1 | $254K | Buy |
1,695
+136
| +9% | +$20.4K | 0.08% | 138 |
|
|
2024
Q4 | $237K | Sell |
1,559
-3
| -0.2% | -$456 | 0.08% | 140 |
|
|
2024
Q3 | $266K | Sell |
1,562
-19
| -1% | -$3.23K | 0.09% | 136 |
|
|
2024
Q2 | $261K | Buy |
1,581
+384
| +32% | +$63.3K | 0.09% | 134 |
|
|
2024
Q1 | $210K | Sell |
1,197
-6
| -0.5% | -$1.05K | 0.08% | 142 |
|
|
2023
Q4 | $204K | Buy |
+1,203
| New | +$204K | 0.08% | 133 |
|
|
2023
Q1 | – | Sell |
-1,436
| Closed | -$259K | – | 110 |
|
|
2022
Q4 | $259K | Sell |
1,436
-12
| -0.8% | -$2.17K | 0.13% | 96 |
|
|
2022
Q3 | $258K | Buy |
1,448
+12
| +0.8% | +$2.14K | 0.13% | 95 |
|
|
2022
Q2 | $251K | Buy |
1,436
+117
| +9% | +$20.5K | 0.13% | 93 |
|
|
2022
Q1 | $227K | Buy |
+1,319
| New | +$227K | 0.12% | 102 |
|