FWP
Firethorn Wealth Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,422
| Closed | -$213K | – | 186 |
|
|
2025
Q1 | $213K | Buy |
1,422
+67
| +5% | +$10K | 0.1% | 154 |
|
|
2024
Q4 | $206K | Buy |
+1,355
| New | +$206K | 0.1% | 149 |
|
|
2022
Q3 | – | Sell |
-1,569
| Closed | -$278K | – | 130 |
|
|
2022
Q2 | $278K | Sell |
1,569
-4
| -0.3% | -$709 | 0.23% | 91 |
|
|
2022
Q1 | $263K | Buy |
1,573
+13
| +0.8% | +$2.17K | 0.2% | 104 |
|
|
2021
Q4 | $271K | Buy |
+1,560
| New | +$271K | 0.2% | 100 |
|
|
2021
Q2 | $231K | Buy |
1,557
+2
| +0.1% | +$297 | 0.19% | 107 |
|
|
2021
Q1 | $220K | Sell |
1,555
-121
| -7% | -$17.1K | 0.2% | 113 |
|
|
2020
Q4 | $249K | Buy |
+1,676
| New | +$249K | 0.27% | 81 |
|