GWA
Gratus Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
4,166
-598
| -13% | -$79K | 0.08% | 87 |
|
|
2025
Q1 | $714K | Sell |
4,764
-236
| -5% | -$35.4K | 0.12% | 75 |
|
|
2024
Q4 | $760K | Sell |
5,000
-47
| -0.9% | -$7.15K | 0.12% | 70 |
|
|
2024
Q3 | $844K | Sell |
5,047
-334
| -6% | -$55.8K | 0.14% | 72 |
|
|
2024
Q2 | $911K | Sell |
5,381
-264
| -5% | -$44.7K | 0.16% | 61 |
|
|
2024
Q1 | $972K | Sell |
5,645
-1,936
| -26% | -$334K | 0.18% | 54 |
|
|
2023
Q4 | $1.29M | Buy |
+7,581
| New | +$1.29M | 0.25% | 45 |
|