DWM
Diversify Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
49,318
+5,416
| +12% | +$795K | 0.45% | 46 |
|
|
2025
Q1 | $5.9M | Buy |
43,902
+8,507
| +24% | +$1.14M | 0.44% | 54 |
|
|
2024
Q4 | $5.05M | Buy |
35,395
+13,423
| +61% | +$1.91M | 0.39% | 64 |
|
|
2024
Q3 | $3.8M | Buy |
21,972
+1,985
| +10% | +$343K | 0.37% | 71 |
|
|
2024
Q2 | $3.48M | Buy |
+19,987
| New | +$3.48M | 0.43% | 54 |
|