CTWM
Cherry Tree Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
2,444
-39
| -2% | -$5.15K | 0.08% | 120 |
|
|
2025
Q1 | $372K | Hold |
2,483
| – | – | 0.09% | 115 |
|
|
2024
Q4 | $378K | Hold |
2,483
| – | – | 0.09% | 114 |
|
|
2024
Q3 | $422K | Hold |
2,483
| – | – | 0.1% | 108 |
|
|
2024
Q2 | $410K | Buy |
2,483
+27
| +1% | +$4.45K | 0.1% | 104 |
|
|
2024
Q1 | $430K | Hold |
2,456
| – | – | 0.11% | 97 |
|
|
2023
Q4 | $417K | Hold |
2,456
| – | – | 0.11% | 99 |
|
|
2023
Q3 | $416K | Buy |
2,456
+22
| +0.9% | +$3.73K | 0.12% | 90 |
|
|
2023
Q2 | $451K | Buy |
+2,434
| New | +$451K | 0.13% | 90 |
|