FMWA
Forvis Mazars Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
32,994
+86
| +0.3% | +$11.4K | 0.09% | 95 |
|
|
2025
Q1 | $4.93M | Buy |
32,908
+839
| +3% | +$126K | 0.12% | 86 |
|
|
2024
Q4 | $4.88M | Sell |
32,069
-1,625
| -5% | -$247K | 0.11% | 91 |
|
|
2024
Q3 | $5.73M | Sell |
33,694
-1,728
| -5% | -$294K | 0.13% | 86 |
|
|
2024
Q2 | $5.84M | Sell |
35,422
-16,592
| -32% | -$2.74M | 0.15% | 79 |
|
|
2024
Q1 | $9.1M | Buy |
52,014
+16,927
| +48% | +$2.96M | 0.23% | 62 |
|
|
2023
Q4 | $5.96M | Sell |
35,087
-1,785
| -5% | -$303K | 0.17% | 75 |
|
|
2023
Q3 | $6.25M | Sell |
36,872
-908
| -2% | -$154K | 0.19% | 73 |
|
|
2023
Q2 | $7M | Buy |
37,780
+5,162
| +16% | +$956K | 0.21% | 75 |
|
|
2023
Q1 | $5.95M | Sell |
32,618
-794
| -2% | -$145K | 0.19% | 75 |
|
|
2022
Q4 | $6.04M | Sell |
33,412
-580
| -2% | -$105K | 0.21% | 76 |
|
|
2022
Q3 | $5.55M | Sell |
33,992
-941
| -3% | -$154K | 0.22% | 69 |
|
|
2022
Q2 | $5.82M | Buy |
34,933
+534
| +2% | +$89K | 0.24% | 62 |
|
|
2022
Q1 | $5.76M | Buy |
34,399
+110
| +0.3% | +$18.4K | 0.24% | 48 |
|
|
2021
Q4 | $5.96M | Sell |
34,289
-2,947
| -8% | -$512K | 0.25% | 47 |
|
|
2021
Q3 | $5.6M | Buy |
37,236
+8,962
| +32% | +$1.35M | 0.26% | 44 |
|
|
2021
Q2 | $4.19M | Sell |
28,274
-1,347
| -5% | -$200K | 0.19% | 55 |
|
|
2021
Q1 | $4.19M | Sell |
29,621
-5,150
| -15% | -$728K | 0.21% | 51 |
|
|
2020
Q4 | $5.16M | Buy |
34,771
+480
| +1% | +$71.2K | 0.26% | 48 |
|
|
2020
Q3 | $4.75M | Sell |
34,291
-3,915
| -10% | -$543K | 0.28% | 50 |
|
|
2020
Q2 | $5.05M | Sell |
38,206
-2,371
| -6% | -$314K | 0.33% | 42 |
|
|
2020
Q1 | $4.87M | Buy |
40,577
+583
| +1% | +$70K | 0.4% | 31 |
|
|
2019
Q4 | $5.47M | Sell |
39,994
-2,311
| -5% | -$316K | 0.39% | 35 |
|
|
2019
Q3 | $5.8M | Buy |
42,305
+726
| +2% | +$99.5K | 0.46% | 23 |
|
|
2019
Q2 | $5.45M | Sell |
41,579
-26,697
| -39% | -$3.5M | 0.44% | 26 |
|
|
2019
Q1 | $8.37M | Buy |
68,276
+25,747
| +61% | +$3.16M | 0.69% | 19 |
|
|
2018
Q4 | $4.7M | Sell |
42,529
-2,635
| -6% | -$291K | 0.48% | 26 |
|
|
2018
Q3 | $5.05M | Buy |
45,164
+2,283
| +5% | +$255K | 0.44% | 26 |
|
|
2018
Q2 | $4.67M | Buy |
42,881
+1,165
| +3% | +$127K | 0.45% | 28 |
|
|
2018
Q1 | $4.55M | Sell |
41,716
-2,124
| -5% | -$232K | 0.46% | 28 |
|
|
2017
Q4 | $5.26M | Buy |
43,840
+3,362
| +8% | +$403K | 0.53% | 23 |
|
|
2017
Q3 | $4.51M | Buy |
40,478
+226
| +0.6% | +$25.2K | 0.5% | 22 |
|
|
2017
Q2 | $4.65M | Buy |
40,252
+310
| +0.8% | +$35.8K | 0.53% | 23 |
|
|
2017
Q1 | $4.47M | Sell |
39,942
-42
| -0.1% | -$4.7K | 0.55% | 19 |
|
|
2016
Q4 | $4.18M | Buy |
39,984
+862
| +2% | +$90.2K | 0.55% | 22 |
|
|
2016
Q3 | $4.26M | Buy |
39,122
+1,193
| +3% | +$130K | 0.59% | 22 |
|
|
2016
Q2 | $4.02M | Sell |
37,929
-175
| -0.5% | -$18.5K | 0.6% | 24 |
|
|
2016
Q1 | $3.91M | Sell |
38,104
-389
| -1% | -$39.9K | 0.62% | 23 |
|
|
2015
Q4 | $3.85M | Buy |
38,493
+330
| +0.9% | +$33K | 0.58% | 24 |
|
|
2015
Q3 | $3.6M | Sell |
38,163
-850
| -2% | -$80.2K | 0.63% | 19 |
|
|
2015
Q2 | $3.64M | Sell |
39,013
-868
| -2% | -$81K | 0.55% | 24 |
|
|
2015
Q1 | $3.81M | Buy |
39,881
+1,959
| +5% | +$187K | 0.55% | 23 |
|
|
2014
Q4 | $3.59M | Buy |
37,922
+1,315
| +4% | +$124K | 0.59% | 24 |
|
|
2014
Q3 | $3.41M | Sell |
36,607
-477
| -1% | -$44.4K | 0.59% | 20 |
|
|
2014
Q2 | $3.31M | Sell |
37,084
-1,907
| -5% | -$170K | 0.56% | 22 |
|
|
2014
Q1 | $3.26M | Buy |
38,991
+980
| +3% | +$81.8K | 0.58% | 25 |
|
|
2013
Q4 | $3.15M | Sell |
38,011
-1,443
| -4% | -$120K | 0.58% | 24 |
|
|
2013
Q3 | $3.14M | Sell |
39,454
-241
| -0.6% | -$19.2K | 0.64% | 20 |
|
|
2013
Q2 | $3.25M | Buy |
+39,695
| New | +$3.25M | 2.57% | 2 |
|