CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
+10,332
| New | +$1.36M | 0.02% | 150 |
|
|
2025
Q1 | – | Sell |
-12,226
| Closed | -$1.86M | – | 200 |
|
|
2024
Q4 | $1.86M | Buy |
12,226
+604
| +5% | +$91.8K | 0.04% | 118 |
|
|
2024
Q3 | $1.98M | Buy |
+11,622
| New | +$1.98M | 0.05% | 116 |
|
|
2021
Q3 | – | Sell |
-3,794
| Closed | -$562K | – | 308 |
|
|
2021
Q2 | $562K | Buy |
+3,794
| New | +$562K | 0.02% | 214 |
|
|
2017
Q4 | – | Sell |
-14,455
| Closed | -$1.61M | – | 138 |
|
|
2017
Q3 | $1.61M | Buy |
14,455
+809
| +6% | +$90.2K | 0.17% | 70 |
|
|
2017
Q2 | $1.58M | Buy |
13,646
+247
| +2% | +$28.5K | 0.18% | 71 |
|
|
2017
Q1 | $1.5M | Buy |
13,399
+1,109
| +9% | +$124K | 0.17% | 74 |
|
|
2016
Q4 | $1.29M | Buy |
12,290
+1,267
| +11% | +$133K | 0.15% | 79 |
|
|
2016
Q3 | $1.2M | Buy |
+11,023
| New | +$1.2M | 0.15% | 81 |
|