FWP
Falcon Wealth Planning’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
4,265
-40
| -0.9% | -$5.28K | 0.06% | 97 |
|
|
2025
Q1 | $646K | Buy |
4,305
+2,069
| +93% | +$310K | 0.07% | 84 |
|
|
2024
Q4 | $340K | Sell |
2,236
-204
| -8% | -$31K | 0.04% | 126 |
|
|
2024
Q3 | $415K | Buy |
2,440
+32
| +1% | +$5.44K | 0.05% | 103 |
|
|
2024
Q2 | $397K | Buy |
2,408
+58
| +2% | +$9.57K | 0.05% | 90 |
|
|
2024
Q1 | $411K | Buy |
2,350
+56
| +2% | +$9.8K | 0.07% | 88 |
|
|
2023
Q4 | $390K | Buy |
+2,294
| New | +$390K | 0.07% | 87 |
|