BWM
BCS Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,690
| New | +$223K | 0.05% | 238 |
|
|
2024
Q2 | – | Sell |
-1,534
| Closed | -$268K | – | 198 |
|
|
2024
Q1 | $268K | Hold |
1,534
| – | – | 0.09% | 199 |
|
|
2023
Q4 | $261K | Buy |
1,534
+30
| +2% | +$5.1K | 0.1% | 181 |
|
|
2023
Q3 | $255K | Buy |
+1,504
| New | +$255K | 0.11% | 164 |
|
|
2022
Q3 | – | Sell |
-1,233
| Closed | -$206K | – | 190 |
|
|
2022
Q2 | $206K | Buy |
+1,233
| New | +$206K | 0.09% | 170 |
|
|
2022
Q1 | – | Sell |
-1,219
| Closed | -$212K | – | 204 |
|
|
2021
Q4 | $212K | Buy |
+1,219
| New | +$212K | 0.08% | 191 |
|
|
2020
Q4 | – | Sell |
-1,505
| Closed | -$209K | – | 149 |
|
|
2020
Q3 | $209K | Buy |
+1,505
| New | +$209K | 0.12% | 119 |
|
|
2020
Q1 | – | Sell |
-1,485
| Closed | -$203K | – | 119 |
|
|
2019
Q4 | $203K | Buy |
+1,485
| New | +$203K | 0.14% | 108 |
|