DB Wealth Management Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $257K | Buy |
1,514
+1,113
| +278% | +$189K | 0.15% | 80 |
|
|
2023
Q3 | $67.9K | Buy |
401
+22
| +6% | +$3.73K | 0.04% | 133 |
|
|
2023
Q2 | $70.2K | Hold |
379
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $69.1K | Hold |
379
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $68.5K | Hold |
379
| – | – | 0.04% | 129 |
|
|
2022
Q3 | $62K | Hold |
379
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $63K | Hold |
379
| – | – | 0.04% | 141 |
|
|
2022
Q1 | $63K | Hold |
379
| – | – | 0.04% | 152 |
|
|
2021
Q4 | $66K | Hold |
379
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $57K | Hold |
379
| – | – | 0.04% | 150 |
|
|
2021
Q2 | $56K | Hold |
379
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $54K | Hold |
379
| – | – | 0.04% | 159 |
|
|
2020
Q4 | $56K | Buy |
+379
| New | +$56K | 0.04% | 146 |
|