GA
Goldstein Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
2,805
+178
| +7% | +$23.5K | 0.05% | 113 |
|
|
2025
Q1 | $394K | Sell |
2,627
-164
| -6% | -$24.6K | 0.06% | 109 |
|
|
2024
Q4 | $424K | Sell |
2,791
-76
| -3% | -$11.6K | 0.06% | 105 |
|
|
2024
Q3 | $487K | Buy |
2,867
+297
| +12% | +$50.5K | 0.07% | 89 |
|
|
2024
Q2 | $424K | Buy |
2,570
+224
| +10% | +$36.9K | 0.07% | 92 |
|
|
2024
Q1 | $411K | Buy |
2,346
+140
| +6% | +$24.5K | 0.07% | 91 |
|
|
2023
Q4 | $375K | Sell |
2,206
-81
| -4% | -$13.8K | 0.06% | 124 |
|
|
2023
Q3 | $388K | Buy |
2,287
+107
| +5% | +$18.1K | 0.08% | 87 |
|
|
2023
Q2 | $404K | Hold |
2,180
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $397K | Buy |
2,180
+43
| +2% | +$7.84K | 0.09% | 87 |
|
|
2022
Q4 | $386K | Buy |
+2,137
| New | +$386K | 0.09% | 86 |
|