IWA
Inspirion Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
3,162
-30
| -0.9% | -$3.96K | 0.06% | 106 |
|
|
2025
Q1 | $479K | Buy |
3,192
+200
| +7% | +$30K | 0.07% | 97 |
|
|
2024
Q4 | $435K | Hold |
2,992
| – | – | 0.06% | 102 |
|
|
2024
Q3 | $509K | Hold |
2,992
| – | – | 0.07% | 95 |
|
|
2024
Q2 | $493K | Hold |
2,992
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $524K | Sell |
2,992
-115
| -4% | -$20.1K | 0.09% | 86 |
|
|
2023
Q4 | $537K | Hold |
3,107
| – | – | 0.1% | 84 |
|
|
2023
Q3 | $526K | Sell |
3,107
-34
| -1% | -$5.76K | 0.1% | 83 |
|
|
2023
Q2 | $582K | Buy |
3,141
+204
| +7% | +$37.8K | 0.11% | 79 |
|
|
2023
Q1 | $535K | Buy |
2,937
+70
| +2% | +$12.8K | 0.11% | 77 |
|
|
2022
Q4 | $518K | Hold |
2,867
| – | – | 0.11% | 76 |
|
|
2022
Q3 | $468K | Sell |
2,867
-25
| -0.9% | -$4.08K | 0.11% | 79 |
|
|
2022
Q2 | $482K | Sell |
2,892
-25
| -0.9% | -$4.17K | 0.11% | 78 |
|
|
2022
Q1 | $488K | Hold |
2,917
| – | – | 0.1% | 70 |
|
|
2021
Q4 | $507K | Hold |
2,917
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $439K | Hold |
2,917
| – | – | 0.1% | 61 |
|
|
2021
Q2 | $432K | Sell |
2,917
-70
| -2% | -$10.4K | 0.11% | 59 |
|
|
2021
Q1 | $423K | Hold |
2,987
| – | – | 0.11% | 60 |
|
|
2020
Q4 | $444K | Buy |
2,987
+51
| +2% | +$7.58K | 0.13% | 53 |
|
|
2020
Q3 | $407K | Hold |
2,936
| – | – | 0.14% | 51 |
|
|
2020
Q2 | $388K | Buy |
2,936
+100
| +4% | +$13.2K | 0.15% | 52 |
|
|
2020
Q1 | $341K | Buy |
2,836
+80
| +3% | +$9.62K | 0.17% | 49 |
|
|
2019
Q4 | $377K | Hold |
2,756
| – | – | 0.13% | 54 |
|
|
2019
Q3 | $378K | Buy |
2,756
+572
| +26% | +$78.5K | 0.17% | 48 |
|
|
2019
Q2 | $286K | Sell |
2,184
-1
| -0% | -$131 | 0.12% | 62 |
|
|
2019
Q1 | $268K | Hold |
2,185
| – | – | 0.12% | 63 |
|
|
2018
Q4 | $241K | Hold |
2,185
| – | – | 0.12% | 61 |
|
|
2018
Q3 | $244K | Hold |
2,185
| – | – | 0.1% | 65 |
|
|
2018
Q2 | $238K | Hold |
2,185
| – | – | 0.11% | 66 |
|
|
2018
Q1 | $238K | Hold |
2,185
| – | – | 0.12% | 64 |
|
|
2017
Q4 | $262K | Hold |
2,185
| – | – | 0.13% | 57 |
|
|
2017
Q3 | $243K | Sell |
2,185
-60
| -3% | -$6.67K | 0.12% | 59 |
|
|
2017
Q2 | $259K | Sell |
2,245
-6
| -0.3% | -$692 | 0.14% | 60 |
|
|
2017
Q1 | $252K | Buy |
2,251
+106
| +5% | +$11.9K | 0.14% | 58 |
|
|
2016
Q4 | $224K | Buy |
2,145
+110
| +5% | +$11.5K | 0.14% | 57 |
|
|
2016
Q3 | $221K | Sell |
2,035
-14
| -0.7% | -$1.52K | 0.14% | 56 |
|
|
2016
Q2 | $217K | Hold |
2,049
| – | – | 0.14% | 56 |
|
|
2016
Q1 | $210K | Hold |
2,049
| – | – | 0.15% | 54 |
|
|
2015
Q4 | $205K | Buy |
+2,049
| New | +$205K | 0.15% | 52 |
|
|
2015
Q3 | – | Sell |
-2,741
| Closed | -$256K | – | 57 |
|
|
2015
Q2 | $256K | Buy |
2,741
+49
| +2% | +$4.58K | 0.19% | 47 |
|
|
2015
Q1 | $257K | Sell |
2,692
-512
| -16% | -$48.9K | 0.21% | 45 |
|
|
2014
Q4 | $303K | Buy |
+3,204
| New | +$303K | 0.28% | 42 |
|