Dynamic Wealth Strategies’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Buy |
225
+24
| +12% | +$3.17K | 0.02% | 145 |
|
|
2025
Q1 | $30.1K | Buy |
+201
| New | +$30.1K | 0.03% | 159 |
|
|
2024
Q4 | – | Sell |
-171
| Closed | -$29K | – | 183 |
|
|
2024
Q3 | $29K | Sell |
171
-34
| -17% | -$5.77K | 0.02% | 164 |
|
|
2024
Q2 | $34K | Buy |
205
+2
| +1% | +$332 | 0.03% | 138 |
|
|
2024
Q1 | $36K | Buy |
+203
| New | +$36K | 0.03% | 136 |
|