CWP
CFM Wealth Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,630
-65
| -1% | -$8.58K | 0.1% | 87 |
|
|
2025
Q1 | $704K | Buy |
4,695
+40
| +0.9% | +$6K | 0.12% | 85 |
|
|
2024
Q4 | $708K | Buy |
4,655
+240
| +5% | +$36.5K | 0.12% | 86 |
|
|
2024
Q3 | $751K | Buy |
4,415
+78
| +2% | +$13.3K | 0.13% | 86 |
|
|
2024
Q2 | $715K | Sell |
4,337
-272
| -6% | -$44.9K | 0.13% | 87 |
|
|
2024
Q1 | $807K | Sell |
4,609
-11,407
| -71% | -$2M | 0.16% | 84 |
|
|
2023
Q4 | $2.72M | Sell |
16,016
-8,808
| -35% | -$1.5M | 0.62% | 45 |
|
|
2023
Q3 | $4.21M | Buy |
24,824
+72
| +0.3% | +$12.2K | 1.1% | 26 |
|
|
2023
Q2 | $4.58M | Sell |
24,752
-40
| -0.2% | -$7.41K | 1.11% | 21 |
|
|
2023
Q1 | $4.52M | Buy |
24,792
+67
| +0.3% | +$12.2K | 1.22% | 17 |
|
|
2022
Q4 | $4.47M | Sell |
24,725
-320
| -1% | -$57.8K | 1.34% | 14 |
|
|
2022
Q3 | $4.09M | Buy |
25,045
+2,629
| +12% | +$429K | 1.31% | 17 |
|
|
2022
Q2 | $3.74M | Buy |
22,416
+58
| +0.3% | +$9.67K | 1.12% | 19 |
|
|
2022
Q1 | $3.74M | Buy |
22,358
+348
| +2% | +$58.2K | 0.9% | 27 |
|
|
2021
Q4 | $3.81M | Hold |
22,010
| – | – | 0.85% | 29 |
|
|
2021
Q3 | $3.31M | Hold |
22,010
| – | – | 0.83% | 32 |
|
|
2021
Q2 | $3.26M | Hold |
22,010
| – | – | 0.87% | 30 |
|
|
2021
Q1 | $3.11M | Hold |
22,010
| – | – | 0.94% | 27 |
|
|
2020
Q4 | $3.26M | Hold |
22,010
| – | – | 1.04% | 27 |
|
|
2020
Q3 | $3.05M | Sell |
22,010
-136
| -0.6% | -$18.8K | 1.11% | 24 |
|
|
2020
Q2 | $2.93M | Sell |
22,146
-128
| -0.6% | -$16.9K | 1.11% | 22 |
|
|
2020
Q1 | $2.68M | Hold |
22,274
| – | – | 1.24% | 19 |
|
|
2019
Q4 | $3.11M | Buy |
+22,274
| New | +$3.11M | 1.15% | 21 |
|