DWMS
Dominguez Wealth Management Solutions’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
5,155
+11
| +0.2% | +$1.45K | 0.47% | 36 |
|
|
2025
Q1 | $771K | Sell |
5,144
-278
| -5% | -$41.7K | 0.57% | 35 |
|
|
2024
Q4 | $824K | Hold |
5,422
| – | – | 0.6% | 32 |
|
|
2024
Q3 | $922K | Buy |
5,422
+9
| +0.2% | +$1.53K | 0.67% | 30 |
|
|
2024
Q2 | $893K | Sell |
5,413
-441
| -8% | -$72.7K | 0.67% | 30 |
|
|
2024
Q1 | $1.02M | Sell |
5,854
-51
| -0.9% | -$8.93K | 0.81% | 26 |
|
|
2023
Q4 | $1M | Buy |
5,905
+183
| +3% | +$31.1K | 0.83% | 26 |
|
|
2023
Q3 | $969K | Buy |
5,722
+78
| +1% | +$13.2K | 0.9% | 27 |
|
|
2023
Q2 | $1.05M | Sell |
5,644
-47
| -0.8% | -$8.71K | 0.91% | 23 |
|
|
2023
Q1 | $1.04M | Sell |
5,691
-68
| -1% | -$12.4K | 0.95% | 24 |
|
|
2022
Q4 | $1.04M | Buy |
+5,759
| New | +$1.04M | 1.03% | 23 |
|