GFWA
Grey Fox Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,592
-30
| -2% | -$3.96K | 0.05% | 124 |
|
|
2025
Q1 | $243K | Sell |
1,622
-44
| -3% | -$6.6K | 0.06% | 113 |
|
|
2024
Q4 | $256K | Sell |
1,666
-37
| -2% | -$5.68K | 0.07% | 113 |
|
|
2024
Q3 | $290K | Sell |
1,703
-141
| -8% | -$24K | 0.08% | 104 |
|
|
2024
Q2 | $304K | Sell |
1,844
-21
| -1% | -$3.46K | 0.11% | 102 |
|
|
2024
Q1 | $329K | Sell |
1,865
-47
| -2% | -$8.28K | 0.12% | 94 |
|
|
2023
Q4 | $327K | Buy |
1,912
+5
| +0.3% | +$855 | 0.14% | 80 |
|
|
2023
Q3 | $323K | Buy |
1,907
+4
| +0.2% | +$678 | 0.16% | 80 |
|
|
2023
Q2 | $353K | Sell |
1,903
-227
| -11% | -$42.1K | 0.18% | 75 |
|
|
2023
Q1 | $388K | Sell |
2,130
-75
| -3% | -$13.7K | 0.23% | 65 |
|
|
2022
Q4 | $398K | Buy |
+2,205
| New | +$398K | 0.26% | 60 |
|