DWAM
Duncan Williams Asset Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
7,395
+1,020
| +16% | +$135K | 0.31% | 52 |
|
|
2025
Q1 | $956K | Buy |
6,375
+1,365
| +27% | +$205K | 0.35% | 52 |
|
|
2024
Q4 | $762K | Buy |
5,010
+88
| +2% | +$13.4K | 0.3% | 58 |
|
|
2024
Q3 | $837K | Buy |
4,922
+1,010
| +26% | +$172K | 0.46% | 41 |
|
|
2024
Q2 | $645K | Buy |
3,912
+209
| +6% | +$34.5K | 0.54% | 34 |
|
|
2024
Q1 | $648K | Buy |
+3,703
| New | +$648K | 0.58% | 31 |
|