HNWAG
High Net Worth Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
28,178
-223
| -0.8% | -$29.4K | 0.99% | 25 |
|
|
2025
Q1 | $4.26M | Sell |
28,401
-160
| -0.6% | -$24K | 1.2% | 21 |
|
|
2024
Q4 | $4.34M | Sell |
28,561
-1,410
| -5% | -$214K | 1.21% | 18 |
|
|
2024
Q3 | $5.1M | Sell |
29,971
-60
| -0.2% | -$10.2K | 1.4% | 17 |
|
|
2024
Q2 | $4.95M | Hold |
30,031
| – | – | 1.5% | 18 |
|
|
2024
Q1 | $5.26M | Sell |
30,031
-1,036
| -3% | -$181K | 1.65% | 13 |
|
|
2023
Q4 | $5.28M | Buy |
31,067
+428
| +1% | +$72.7K | 1.96% | 10 |
|
|
2023
Q3 | $5.19M | Sell |
30,639
-325
| -1% | -$55.1K | 2.08% | 9 |
|
|
2023
Q2 | $5.74M | Buy |
30,964
+194
| +0.6% | +$35.9K | 2.23% | 9 |
|
|
2023
Q1 | $5.61M | Sell |
30,770
-660
| -2% | -$120K | 2.29% | 8 |
|
|
2022
Q4 | $5.68M | Sell |
31,430
-1,046
| -3% | -$189K | 2.21% | 8 |
|
|
2022
Q3 | $5.3M | Sell |
32,476
-540
| -2% | -$88.2K | 2.27% | 8 |
|
|
2022
Q2 | $5.5M | Buy |
33,016
+5
| +0% | +$833 | 2.28% | 7 |
|
|
2022
Q1 | $5.53M | Sell |
33,011
-525
| -2% | -$87.9K | 2.01% | 8 |
|
|
2021
Q4 | $5.83M | Buy |
+33,536
| New | +$5.83M | 2.03% | 9 |
|