FTWA
Fifth Third Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
39,062
+7,541
| +24% | +$996K | 0.22% | 80 |
|
|
2025
Q1 | $4.73M | Buy |
31,521
+5,269
| +20% | +$790K | 0.24% | 66 |
|
|
2024
Q4 | $3.99M | Sell |
26,252
-1,965
| -7% | -$299K | 0.22% | 70 |
|
|
2024
Q3 | $4.8M | Buy |
28,217
+5,564
| +25% | +$946K | 0.29% | 53 |
|
|
2024
Q2 | $3.74M | Buy |
22,653
+12,983
| +134% | +$2.14M | 0.28% | 55 |
|
|
2024
Q1 | $1.69M | Buy |
9,670
+1,006
| +12% | +$176K | 0.26% | 67 |
|
|
2023
Q4 | $1.47M | Buy |
8,664
+747
| +9% | +$127K | 0.48% | 54 |
|
|
2023
Q3 | $1.34M | Buy |
7,917
+3,793
| +92% | +$643K | 0.54% | 44 |
|
|
2023
Q2 | $764K | Buy |
4,124
+1,124
| +37% | +$208K | 0.49% | 58 |
|
|
2023
Q1 | $547K | Buy |
+3,000
| New | +$547K | 1.01% | 36 |
|