CWP
Cyndeo Wealth Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
13,946
-69
| -0.5% | -$9.11K | 0.11% | 170 |
|
|
2025
Q1 | $2.1M | Sell |
14,015
-1,025
| -7% | -$154K | 0.14% | 157 |
|
|
2024
Q4 | $2.29M | Buy |
15,040
+365
| +2% | +$55.5K | 0.15% | 147 |
|
|
2024
Q3 | $2.5M | Sell |
14,675
-1,436
| -9% | -$244K | 0.17% | 144 |
|
|
2024
Q2 | $2.66M | Buy |
16,111
+2,450
| +18% | +$404K | 0.21% | 133 |
|
|
2024
Q1 | $2.39M | Sell |
13,661
-445
| -3% | -$77.9K | 0.2% | 143 |
|
|
2023
Q4 | $2.4M | Buy |
14,106
+613
| +5% | +$104K | 0.22% | 122 |
|
|
2023
Q3 | $2.29M | Buy |
13,493
+999
| +8% | +$169K | 0.24% | 111 |
|
|
2023
Q2 | $2.31M | Buy |
12,494
+96
| +0.8% | +$17.8K | 0.24% | 113 |
|
|
2023
Q1 | $2.26M | Buy |
12,398
+711
| +6% | +$130K | 0.24% | 116 |
|
|
2022
Q4 | $2.11M | Buy |
+11,687
| New | +$2.11M | 0.25% | 123 |
|