EWA
Etesian Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
4,541
-1,805
| -28% | -$238K | 0.22% | 85 |
|
|
2025
Q1 | $952K | Sell |
6,346
-111
| -2% | -$16.6K | 0.41% | 66 |
|
|
2024
Q4 | $982K | Sell |
6,457
-702
| -10% | -$107K | 0.43% | 65 |
|
|
2024
Q3 | $1.22M | Sell |
7,159
-939
| -12% | -$160K | 0.55% | 56 |
|
|
2024
Q2 | $1.34M | Sell |
8,098
-1,084
| -12% | -$179K | 0.75% | 41 |
|
|
2024
Q1 | $1.61M | Sell |
9,182
-489
| -5% | -$85.6K | 0.92% | 33 |
|
|
2023
Q4 | $1.64M | Buy |
9,671
+48
| +0.5% | +$8.13K | 0.98% | 31 |
|
|
2023
Q3 | $1.63M | Sell |
9,623
-431
| -4% | -$73K | 1.1% | 28 |
|
|
2023
Q2 | $1.86M | Sell |
10,054
-766
| -7% | -$142K | 1.22% | 26 |
|
|
2023
Q1 | $1.97M | Sell |
10,820
-27
| -0.2% | -$4.92K | 1.31% | 20 |
|
|
2022
Q4 | $1.96M | Buy |
+10,847
| New | +$1.96M | 1.43% | 19 |
|