EWA
EverSource Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
8,787
+2,484
| +39% | +$328K | 0.05% | 242 |
|
|
2025
Q1 | $945K | Sell |
6,303
-3,151
| -33% | -$472K | 0.05% | 258 |
|
|
2024
Q4 | $1.44M | Buy |
9,454
+431
| +5% | +$65.5K | 0.08% | 193 |
|
|
2024
Q3 | $1.53M | Buy |
9,023
+44
| +0.5% | +$7.48K | 0.1% | 162 |
|
|
2024
Q2 | $1.55M | Buy |
8,979
+608
| +7% | +$105K | 0.1% | 156 |
|
|
2024
Q1 | $1.47M | Buy |
8,371
+606
| +8% | +$107K | 0.12% | 142 |
|
|
2023
Q4 | $1.32M | Sell |
7,765
-199
| -2% | -$33.8K | 0.12% | 147 |
|
|
2023
Q3 | $1.35M | Sell |
7,964
-11
| -0.1% | -$1.86K | 0.14% | 133 |
|
|
2023
Q2 | $1.48M | Buy |
7,975
+4,204
| +111% | +$779K | 0.16% | 123 |
|
|
2023
Q1 | $687K | Sell |
3,771
-116
| -3% | -$21.1K | 0.09% | 180 |
|
|
2022
Q4 | $702K | Buy |
3,887
+1,861
| +92% | +$336K | 0.11% | 156 |
|
|
2022
Q3 | $331K | Buy |
2,026
+219
| +12% | +$35.8K | 0.08% | 228 |
|
|
2022
Q2 | $301K | Sell |
1,807
-175
| -9% | -$29.2K | 0.08% | 210 |
|
|
2022
Q1 | $332K | Sell |
1,982
-841
| -30% | -$141K | 0.08% | 198 |
|
|
2021
Q4 | $490K | Buy |
+2,823
| New | +$490K | 0.14% | 119 |
|