BWM

Benchmark Wealth Management’s PepsiCo PEP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Hold	1,871	–	–	0.11%	68
2025 Q1	$281K	Hold	1,871	–	–	0.14%	56
2024 Q4	$285K	Hold	1,871	–	–	0.14%	47
2024 Q3	$318K	Hold	1,871	–	–	0.16%	44
2024 Q2	$309K	Hold	1,871	–	–	0.16%	41
2024 Q1	$327K	Hold	1,871	–	–	0.18%	36
2023 Q4	$318K	Hold	1,871	–	–	0.19%	37
2023 Q3	$317K	Sell	1,871 -60	-3%	-$10.2K	0.2%	36
2023 Q2	$358K	Hold	1,931	–	–	0.22%	35
2023 Q1	$354K	Hold	1,931	–	–	0.23%	35
2022 Q4	$349K	Hold	1,931	–	–	0.25%	37
2022 Q3	$315K	Hold	1,931	–	–	0.25%	34
2022 Q2	$322K	Hold	1,931	–	–	0.24%	33
2022 Q1	$323K	Hold	1,931	–	–	0.22%	33
2021 Q4	$335K	Hold	1,931	–	–	0.22%	33
2021 Q3	$290K	Hold	1,931	–	–	0.2%	34
2021 Q2	$286K	Hold	1,931	–	–	0.2%	36
2021 Q1	$273K	Buy	1,931 +60	+3%	+$8.48K	0.2%	34
2020 Q4	$277K	Hold	1,871	–	–	0.21%	33
2020 Q3	$259K	Hold	1,871	–	–	0.2%	32
2020 Q2	$247K	Hold	1,871	–	–	0.21%	32
2020 Q1	$225K	Hold	1,871	–	–	0.23%	35
2019 Q4	$256K	Buy	+1,871	New	+$256K	0.22%	43