HWMG
Hurlow Wealth Management Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
3,518
-3
| -0.1% | -$396 | 0.13% | 67 |
|
|
2025
Q1 | $528K | Sell |
3,521
-4
| -0.1% | -$600 | 0.17% | 58 |
|
|
2024
Q4 | $536K | Sell |
3,525
-39
| -1% | -$5.93K | 0.17% | 61 |
|
|
2024
Q3 | $606K | Sell |
3,564
-12
| -0.3% | -$2.04K | 0.19% | 54 |
|
|
2024
Q2 | $590K | Buy |
3,576
+83
| +2% | +$13.7K | 0.2% | 52 |
|
|
2024
Q1 | $611K | Sell |
3,493
-45
| -1% | -$7.88K | 0.22% | 52 |
|
|
2023
Q4 | $601K | Sell |
3,538
-9
| -0.3% | -$1.53K | 0.23% | 48 |
|
|
2023
Q3 | $601K | Sell |
3,547
-3
| -0.1% | -$508 | 0.26% | 46 |
|
|
2023
Q2 | $658K | Buy |
3,550
+7
| +0.2% | +$1.3K | 0.28% | 43 |
|
|
2023
Q1 | $646K | Sell |
3,543
-6
| -0.2% | -$1.09K | 0.3% | 42 |
|
|
2022
Q4 | $641K | Sell |
3,549
-4
| -0.1% | -$723 | 0.33% | 45 |
|
|
2022
Q3 | $580K | Buy |
3,553
+37
| +1% | +$6.04K | 0.34% | 44 |
|
|
2022
Q2 | $586K | Hold |
3,516
| – | – | 0.34% | 44 |
|
|
2022
Q1 | $589K | Sell |
3,516
-424
| -11% | -$71K | 0.36% | 42 |
|
|
2021
Q4 | $538K | Buy |
3,940
+364
| +10% | +$49.7K | 0.42% | 42 |
|
|
2021
Q3 | $538K | Hold |
3,576
| – | – | 0.32% | 46 |
|
|
2021
Q2 | $530K | Hold |
3,576
| – | – | 0.35% | 48 |
|
|
2021
Q1 | $506K | Hold |
3,576
| – | – | 0.36% | 51 |
|
|
2020
Q4 | $530K | Sell |
3,576
-25
| -0.7% | -$3.71K | 0.42% | 43 |
|
|
2020
Q3 | $499K | Hold |
3,601
| – | – | 0.46% | 41 |
|
|
2020
Q2 | $486K | Sell |
3,601
-10
| -0.3% | -$1.35K | 0.47% | 35 |
|
|
2020
Q1 | $488K | Sell |
3,611
-255
| -7% | -$34.5K | 0.52% | 37 |
|
|
2019
Q4 | $536K | Hold |
3,866
| – | – | 0.52% | 42 |
|
|
2019
Q3 | $531K | Hold |
3,866
| – | – | 0.56% | 40 |
|
|
2019
Q2 | $518K | Hold |
3,866
| – | – | 0.54% | 41 |
|
|
2019
Q1 | $495K | Sell |
3,866
-28
| -0.7% | -$3.59K | 0.53% | 41 |
|
|
2018
Q4 | $424K | Buy |
+3,894
| New | +$424K | 0.51% | 42 |
|