CWM
Cedar Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19K | Buy |
62
+38
| +158% | +$5.02K | ﹤0.01% | 166 |
|
|
2025
Q1 | $3.6K | Hold |
24
| – | – | ﹤0.01% | 166 |
|
|
2024
Q4 | $3.65K | Hold |
24
| – | – | ﹤0.01% | 161 |
|
|
2024
Q3 | $4.08K | Hold |
24
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $3.96K | Sell |
24
-39
| -62% | -$6.43K | ﹤0.01% | 264 |
|
|
2024
Q1 | $11K | Buy |
63
+39
| +163% | +$6.83K | ﹤0.01% | 252 |
|
|
2023
Q4 | $4.08K | Hold |
24
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $4.07K | Hold |
24
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $4.45K | Hold |
24
| – | – | ﹤0.01% | 258 |
|
|
2023
Q1 | $4.38K | Sell |
24
-12
| -33% | -$2.19K | ﹤0.01% | 252 |
|
|
2022
Q4 | $6.5K | Hold |
36
| – | – | ﹤0.01% | 238 |
|
|
2022
Q3 | $6K | Sell |
36
-12
| -25% | -$2K | ﹤0.01% | 271 |
|
|
2022
Q2 | $8K | Hold |
48
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $8K | Hold |
48
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $8K | Hold |
48
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 243 |
|
|
2021
Q1 | $7K | Hold |
48
| – | – | ﹤0.01% | 216 |
|
|
2020
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 203 |
|