FWM
Finer Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
17,457
+1,133
| +7% | +$150K | 1.23% | 25 |
|
|
2025
Q1 | $2.45M | Buy |
16,324
+567
| +4% | +$85K | 1.47% | 21 |
|
|
2024
Q4 | $2.4M | Buy |
15,757
+210
| +1% | +$31.9K | 1.37% | 18 |
|
|
2024
Q3 | $2.64M | Sell |
15,547
-51
| -0.3% | -$8.67K | 1.63% | 17 |
|
|
2024
Q2 | $2.57M | Buy |
15,598
+135
| +0.9% | +$22.3K | 1.66% | 16 |
|
|
2024
Q1 | $2.71M | Buy |
15,463
+640
| +4% | +$112K | 1.78% | 17 |
|
|
2023
Q4 | $2.52M | Buy |
14,823
+2
| +0% | +$340 | 1.88% | 15 |
|
|
2023
Q3 | $2.51M | Buy |
14,821
+1,001
| +7% | +$170K | 2.01% | 17 |
|
|
2023
Q2 | $2.56M | Buy |
13,820
+243
| +2% | +$45K | 2% | 14 |
|
|
2023
Q1 | $2.48M | Sell |
13,577
-141
| -1% | -$25.7K | 2.09% | 14 |
|
|
2022
Q4 | $2.48M | Buy |
13,718
+80
| +0.6% | +$14.5K | 2.32% | 14 |
|
|
2022
Q3 | $2.23M | Sell |
13,638
-51
| -0.4% | -$8.33K | 2.19% | 15 |
|
|
2022
Q2 | $2.28M | Sell |
13,689
-72
| -0.5% | -$12K | 2.08% | 15 |
|
|
2022
Q1 | $2.3M | Sell |
13,761
-3
| -0% | -$502 | 1.88% | 17 |
|
|
2021
Q4 | $2.39M | Buy |
+13,764
| New | +$2.39M | 1.98% | 17 |
|