FWA
FSM Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
8,930
+1,217
| +16% | +$164K | 0.2% | 74 |
|
|
2025
Q1 | $1.16M | Buy |
7,713
+570
| +8% | +$85.5K | 0.26% | 54 |
|
|
2024
Q4 | $1.05M | Sell |
7,143
-131
| -2% | -$19.2K | 0.26% | 58 |
|
|
2024
Q3 | $1.24M | Sell |
7,274
-181
| -2% | -$30.8K | 0.33% | 50 |
|
|
2024
Q2 | $1.23M | Buy |
7,455
+64
| +0.9% | +$10.6K | 0.41% | 45 |
|
|
2024
Q1 | $1.29M | Sell |
7,391
-13
| -0.2% | -$2.28K | 0.46% | 43 |
|
|
2023
Q4 | $1.26M | Buy |
7,404
+2,967
| +67% | +$504K | 0.53% | 41 |
|
|
2023
Q3 | $752K | Sell |
4,437
-169
| -4% | -$28.6K | 0.38% | 50 |
|
|
2023
Q2 | $847K | Buy |
4,606
+49
| +1% | +$9.02K | 0.43% | 48 |
|
|
2023
Q1 | $831K | Buy |
4,557
+91
| +2% | +$16.6K | 0.48% | 44 |
|
|
2022
Q4 | $807K | Sell |
4,466
-1,527
| -25% | -$276K | 0.57% | 44 |
|
|
2022
Q3 | $978K | Buy |
5,993
+928
| +18% | +$151K | 0.81% | 35 |
|
|
2022
Q2 | $881K | Buy |
+5,065
| New | +$881K | 0.87% | 38 |
|