BWA
BlueChip Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
2,311
-356
| -13% | -$47K | 0.14% | 127 |
|
|
2025
Q1 | $400K | Sell |
2,667
-68
| -2% | -$10.2K | 0.2% | 94 |
|
|
2024
Q4 | $416K | Buy |
2,735
+129
| +5% | +$19.6K | 0.23% | 81 |
|
|
2024
Q3 | $443K | Hold |
2,606
| – | – | 0.23% | 88 |
|
|
2024
Q2 | $430K | Buy |
2,606
+2
| +0.1% | +$330 | 0.25% | 82 |
|
|
2024
Q1 | $456K | Buy |
2,604
+82
| +3% | +$14.4K | 0.29% | 64 |
|
|
2023
Q4 | $428K | Buy |
+2,522
| New | +$428K | 0.3% | 67 |
|