CWA
Consilio Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,875
+49
| +3% | +$6.42K | 0.09% | 67 |
|
|
2025
Q1 | $274K | Buy |
+1,826
| New | +$274K | 0.11% | 55 |
|
|
2024
Q4 | – | Sell |
-1,939
| Closed | -$330K | – | 76 |
|
|
2024
Q3 | $330K | Buy |
1,939
+142
| +8% | +$24.2K | 0.14% | 47 |
|
|
2024
Q2 | $297K | Buy |
1,797
+162
| +10% | +$26.8K | 0.13% | 44 |
|
|
2024
Q1 | $286K | Buy |
+1,635
| New | +$286K | 0.13% | 47 |
|