BSWA
Bromfield Sneider Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $36.2K | Hold |
207
| – | – | 0.02% | 86 |
|
|
2023
Q4 | $35.2K | Hold |
207
| – | – | 0.02% | 81 |
|
|
2023
Q3 | $35.1K | Sell |
207
-110
| -35% | -$18.6K | 0.03% | 78 |
|
|
2023
Q2 | $58.7K | Hold |
317
| – | – | 0.05% | 63 |
|
|
2023
Q1 | $57.8K | Hold |
317
| – | – | 0.05% | 60 |
|
|
2022
Q4 | $57.3K | Hold |
317
| – | – | 0.05% | 58 |
|
|
2022
Q3 | $52K | Hold |
317
| – | – | 0.06% | 56 |
|
|
2022
Q2 | $53K | Sell |
317
-213
| -40% | -$35.6K | 0.06% | 57 |
|
|
2022
Q1 | $89K | Buy |
+530
| New | +$89K | 0.09% | 51 |
|