DWP
Destiny Wealth Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
7,111
+1,146
| +19% | +$151K | 0.13% | 89 |
|
|
2025
Q1 | $894K | Sell |
5,965
-124
| -2% | -$18.6K | 0.14% | 88 |
|
|
2024
Q4 | $926K | Sell |
6,089
-57
| -0.9% | -$8.67K | 0.15% | 83 |
|
|
2024
Q3 | $1.05M | Buy |
6,146
+41
| +0.7% | +$6.97K | 0.18% | 80 |
|
|
2024
Q2 | $1.01M | Sell |
6,105
-123
| -2% | -$20.3K | 0.18% | 77 |
|
|
2024
Q1 | $1.09M | Sell |
6,228
-114
| -2% | -$20K | 0.2% | 70 |
|
|
2023
Q4 | $1.09M | Sell |
6,342
-369
| -5% | -$63.3K | 0.2% | 70 |
|
|
2023
Q3 | $1.14M | Sell |
6,711
-105
| -2% | -$17.8K | 0.23% | 71 |
|
|
2023
Q2 | $1.3M | Sell |
6,816
-541
| -7% | -$103K | 0.25% | 69 |
|
|
2023
Q1 | $1.34M | Sell |
7,357
-251
| -3% | -$45.8K | 0.28% | 65 |
|
|
2022
Q4 | $1.37M | Sell |
7,608
-60
| -0.8% | -$10.8K | 0.3% | 65 |
|
|
2022
Q3 | $1.25M | Buy |
7,668
+4,451
| +138% | +$727K | 0.28% | 67 |
|
|
2022
Q2 | $536K | Buy |
3,217
+1,345
| +72% | +$224K | 0.12% | 92 |
|
|
2022
Q1 | $313K | Sell |
1,872
-398
| -18% | -$66.5K | 0.06% | 127 |
|
|
2021
Q4 | $394K | Sell |
2,270
-8
| -0.4% | -$1.39K | 0.08% | 122 |
|
|
2021
Q3 | $343K | Sell |
2,278
-50
| -2% | -$7.53K | 0.07% | 127 |
|
|
2021
Q2 | $345K | Buy |
2,328
+108
| +5% | +$16K | 0.07% | 152 |
|
|
2021
Q1 | $314K | Sell |
2,220
-1,906
| -46% | -$270K | 0.07% | 132 |
|
|
2020
Q4 | $612K | Buy |
+4,126
| New | +$612K | 0.13% | 93 |
|