BHPW
Beverly Hills Private Wealth’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
35,482
+2,064
| +6% | +$273K | 0.88% | 22 |
|
|
2025
Q1 | $5.01M | Buy |
33,418
+5,093
| +18% | +$764K | 0.99% | 20 |
|
|
2024
Q4 | $4.31M | Buy |
28,325
+1,460
| +5% | +$222K | 0.87% | 24 |
|
|
2024
Q3 | $4.57M | Buy |
26,865
+5,148
| +24% | +$875K | 0.92% | 23 |
|
|
2024
Q2 | $3.58M | Buy |
21,717
+3,766
| +21% | +$621K | 0.78% | 29 |
|
|
2024
Q1 | $3.14M | Buy |
17,951
+2,231
| +14% | +$390K | 0.73% | 31 |
|
|
2023
Q4 | $2.67M | Buy |
15,720
+1,464
| +10% | +$249K | 0.7% | 32 |
|
|
2023
Q3 | $2.42M | Sell |
14,256
-8,801
| -38% | -$1.49M | 0.72% | 37 |
|
|
2023
Q2 | $4.26M | Buy |
23,057
+10,656
| +86% | +$1.97M | 0.7% | 44 |
|
|
2023
Q1 | $2.26M | Buy |
12,401
+1,944
| +19% | +$354K | 0.7% | 41 |
|
|
2022
Q4 | $1.89M | Buy |
+10,457
| New | +$1.89M | 0.83% | 38 |
|