FVWA
Foster Victor Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
93,666
+14,188
| +18% | +$1.91M | 0.85% | 56 |
|
|
2025
Q1 | $11.5M | Buy |
79,478
+4,709
| +6% | +$680K | 0.92% | 52 |
|
|
2024
Q4 | $11.1M | Buy |
74,769
+11,546
| +18% | +$1.71M | 0.85% | 55 |
|
|
2024
Q3 | $10.9M | Buy |
63,223
+2,266
| +4% | +$391K | 0.87% | 52 |
|
|
2024
Q2 | $10M | Buy |
60,957
+6,069
| +11% | +$1,000K | 0.84% | 52 |
|
|
2024
Q1 | $9.24M | Buy |
54,888
+2,964
| +6% | +$499K | 0.84% | 59 |
|
|
2023
Q4 | $8.78M | Buy |
51,924
+2,615
| +5% | +$442K | 0.9% | 52 |
|
|
2023
Q3 | $7.9M | Sell |
49,309
-255
| -0.5% | -$40.9K | 0.92% | 53 |
|
|
2023
Q2 | $9.25M | Buy |
49,564
+2,364
| +5% | +$441K | 1.03% | 44 |
|
|
2023
Q1 | $8.58M | Buy |
47,200
+19,210
| +69% | +$3.49M | 1.04% | 39 |
|
|
2022
Q4 | $5.07M | Buy |
27,990
+1,107
| +4% | +$200K | 0.65% | 59 |
|
|
2022
Q3 | $4.38M | Buy |
26,883
+1,357
| +5% | +$221K | 0.64% | 58 |
|
|
2022
Q2 | $4.36M | Buy |
25,526
+2,289
| +10% | +$391K | 0.65% | 59 |
|
|
2022
Q1 | $4.01M | Buy |
23,237
+2,600
| +13% | +$448K | 0.55% | 63 |
|
|
2021
Q4 | $3.59M | Buy |
20,637
+1,150
| +6% | +$200K | 0.49% | 66 |
|
|
2021
Q3 | $2.93M | Buy |
19,487
+836
| +4% | +$126K | 0.47% | 67 |
|
|
2021
Q2 | $2.76M | Buy |
18,651
+1,633
| +10% | +$242K | 0.46% | 68 |
|
|
2021
Q1 | $2.43M | Buy |
17,018
+3,094
| +22% | +$443K | 0.45% | 66 |
|
|
2020
Q4 | $2.07M | Buy |
13,924
+747
| +6% | +$111K | 0.47% | 51 |
|
|
2020
Q3 | $1.83M | Buy |
13,177
+1,797
| +16% | +$249K | 0.5% | 50 |
|
|
2020
Q2 | $1.51M | Buy |
11,380
+711
| +7% | +$94K | 0.5% | 51 |
|
|
2020
Q1 | $1.4M | Buy |
10,669
+520
| +5% | +$68.1K | 0.61% | 48 |
|
|
2019
Q4 | $1.37M | Buy |
10,149
+2,390
| +31% | +$322K | 0.59% | 49 |
|
|
2019
Q3 | $1.07M | Buy |
7,759
+3,082
| +66% | +$426K | 0.6% | 43 |
|
|
2019
Q2 | $620K | Sell |
4,677
-1,013
| -18% | -$134K | 0.46% | 46 |
|
|
2019
Q1 | $697K | Buy |
5,690
+280
| +5% | +$34.3K | 0.54% | 40 |
|
|
2018
Q4 | $598K | Buy |
+5,410
| New | +$598K | 0.56% | 30 |
|