GWAM
Guardian Wealth Advisors (Minnesota)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
4,562
+74
| +2% | +$9.77K | 0.36% | 31 |
|
|
2025
Q1 | $673K | Sell |
4,488
-288
| -6% | -$43.2K | 0.43% | 31 |
|
|
2024
Q4 | $726K | Sell |
4,776
-30
| -0.6% | -$4.56K | 0.47% | 29 |
|
|
2024
Q3 | $817K | Buy |
4,806
+249
| +5% | +$42.3K | 0.5% | 29 |
|
|
2024
Q2 | $752K | Sell |
4,557
-49
| -1% | -$8.08K | 0.49% | 26 |
|
|
2024
Q1 | $806K | Buy |
4,606
+284
| +7% | +$49.7K | 0.52% | 26 |
|
|
2023
Q4 | $734K | Buy |
4,322
+29
| +0.7% | +$4.93K | 0.51% | 26 |
|
|
2023
Q3 | $727K | Sell |
4,293
-6
| -0.1% | -$1.02K | 0.56% | 23 |
|
|
2023
Q2 | $796K | Sell |
4,299
-99
| -2% | -$18.3K | 0.59% | 21 |
|
|
2023
Q1 | $802K | Buy |
4,398
+335
| +8% | +$61.1K | 0.63% | 25 |
|
|
2022
Q4 | $734K | Sell |
4,063
-91
| -2% | -$16.4K | 0.65% | 24 |
|
|
2022
Q3 | $678K | Buy |
4,154
+52
| +1% | +$8.49K | 0.66% | 23 |
|
|
2022
Q2 | $684K | Buy |
4,102
+18
| +0.4% | +$3K | 0.63% | 25 |
|
|
2022
Q1 | $684K | Buy |
4,084
+61
| +2% | +$10.2K | 0.56% | 25 |
|
|
2021
Q4 | $699K | Buy |
4,023
+19
| +0.5% | +$3.3K | 0.56% | 26 |
|
|
2021
Q3 | $602K | Sell |
4,004
-165
| -4% | -$24.8K | 0.54% | 29 |
|
|
2021
Q2 | $618K | Sell |
4,169
-37
| -0.9% | -$5.49K | 0.53% | 29 |
|
|
2021
Q1 | $595K | Buy |
4,206
+178
| +4% | +$25.2K | 0.55% | 30 |
|
|
2020
Q4 | $597K | Buy |
+4,028
| New | +$597K | 0.59% | 28 |
|