HWMO
Heritage Wealth Management (Ohio)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
10,164
-1,023
| -9% | -$135K | 0.43% | 62 |
|
|
2025
Q1 | $1.68M | Sell |
11,187
-537
| -5% | -$80.5K | 0.57% | 40 |
|
|
2024
Q4 | $1.78M | Sell |
11,724
-150
| -1% | -$22.8K | 0.59% | 38 |
|
|
2024
Q3 | $2.02M | Sell |
11,874
-872
| -7% | -$148K | 0.66% | 34 |
|
|
2024
Q2 | $2.1M | Buy |
+12,746
| New | +$2.1M | 0.7% | 30 |
|