KWAG
Kiely Wealth Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $438K | Hold |
3,036
| – | – | 0.28% | 30 |
|
|
2024
Q3 | $499K | Hold |
3,036
| – | – | 0.32% | 21 |
|
|
2024
Q2 | $522K | Buy |
3,036
+34
| +1% | +$5.85K | 0.29% | 15 |
|
|
2024
Q1 | $527K | Hold |
3,002
| – | – | 0.3% | 14 |
|
|
2023
Q4 | $501K | Buy |
+3,002
| New | +$501K | 0.29% | 16 |
|