LNWWM
Laird Norton Wetherby Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
+37,265
| New | +$4.92M | 0.22% | 74 |
|
|
2024
Q4 | $5.29M | Sell |
34,806
-3,946
| -10% | -$600K | 0.25% | 60 |
|
|
2024
Q3 | $6.59M | Sell |
38,752
-2,213
| -5% | -$376K | 0.3% | 50 |
|
|
2024
Q2 | $6.76M | Sell |
40,965
-7,195
| -15% | -$1.19M | 0.32% | 47 |
|
|
2024
Q1 | $8.43M | Sell |
48,160
-1,588
| -3% | -$278K | 0.4% | 37 |
|
|
2023
Q4 | $8.45M | Sell |
49,748
-2,126
| -4% | -$361K | 0.44% | 35 |
|
|
2023
Q3 | $8.79M | Sell |
51,874
-1,444
| -3% | -$245K | 0.5% | 30 |
|
|
2023
Q2 | $9.88M | Buy |
53,318
+840
| +2% | +$156K | 0.53% | 25 |
|
|
2023
Q1 | $9.57M | Sell |
52,478
-799
| -1% | -$146K | 0.56% | 21 |
|
|
2022
Q4 | $9.63M | Buy |
53,277
+1,691
| +3% | +$305K | 0.62% | 18 |
|
|
2022
Q3 | $8.42M | Buy |
51,586
+5,004
| +11% | +$817K | 0.59% | 19 |
|
|
2022
Q2 | $7.76M | Buy |
46,582
+4,885
| +12% | +$814K | 0.53% | 29 |
|
|
2022
Q1 | $6.98M | Buy |
41,697
+565
| +1% | +$94.6K | 0.4% | 38 |
|
|
2021
Q4 | $7.15M | Sell |
41,132
-67
| -0.2% | -$11.6K | 0.4% | 38 |
|
|
2021
Q3 | $6.2M | Sell |
41,199
-412
| -1% | -$62K | 0.38% | 42 |
|
|
2021
Q2 | $6.17M | Buy |
41,611
+2,804
| +7% | +$416K | 0.38% | 42 |
|
|
2021
Q1 | $5.49M | Sell |
38,807
-4,960
| -11% | -$702K | 0.42% | 38 |
|
|
2020
Q4 | $6.49M | Buy |
43,767
+2,742
| +7% | +$407K | 0.44% | 39 |
|
|
2020
Q3 | $5.69M | Buy |
41,025
+232
| +0.6% | +$32.2K | 0.51% | 33 |
|
|
2020
Q2 | $5.4M | Buy |
40,793
+367
| +0.9% | +$48.5K | 0.51% | 35 |
|
|
2020
Q1 | $4.86M | Buy |
40,426
+2,625
| +7% | +$315K | 0.55% | 30 |
|
|
2019
Q4 | $5.17M | Sell |
37,801
-1,247
| -3% | -$170K | 0.51% | 33 |
|
|
2019
Q3 | $5.35M | Buy |
39,048
+59
| +0.2% | +$8.09K | 0.56% | 27 |
|
|
2019
Q2 | $5.11M | Buy |
38,989
+1,145
| +3% | +$150K | 0.56% | 28 |
|
|
2019
Q1 | $4.64M | Buy |
37,844
+177
| +0.5% | +$21.7K | 0.58% | 30 |
|
|
2018
Q4 | $4.16M | Buy |
37,667
+1,044
| +3% | +$115K | 0.59% | 31 |
|
|
2018
Q3 | $4.1M | Buy |
36,623
+177
| +0.5% | +$19.8K | 0.51% | 34 |
|
|
2018
Q2 | $3.97M | Sell |
36,446
-1,390
| -4% | -$151K | 0.54% | 34 |
|
|
2018
Q1 | $4.13M | Buy |
37,836
+493
| +1% | +$53.8K | 0.57% | 30 |
|
|
2017
Q4 | $4.48M | Buy |
37,343
+2,094
| +6% | +$251K | 0.62% | 27 |
|
|
2017
Q3 | $3.93M | Buy |
35,249
+1,014
| +3% | +$113K | 0.58% | 30 |
|
|
2017
Q2 | $3.95M | Buy |
34,235
+660
| +2% | +$76.2K | 0.67% | 22 |
|
|
2017
Q1 | $3.76M | Buy |
33,575
+1,112
| +3% | +$124K | 0.68% | 23 |
|
|
2016
Q4 | $3.4M | Sell |
32,463
-1,033
| -3% | -$108K | 0.67% | 24 |
|
|
2016
Q3 | $3.64M | Buy |
33,496
+1,461
| +5% | +$159K | 0.74% | 22 |
|
|
2016
Q2 | $3.39M | Buy |
32,035
+1,183
| +4% | +$125K | 0.75% | 24 |
|
|
2016
Q1 | $3.16M | Sell |
30,852
-1,618
| -5% | -$166K | 0.75% | 23 |
|
|
2015
Q4 | $3.24M | Buy |
32,470
+97
| +0.3% | +$9.69K | 0.78% | 23 |
|
|
2015
Q3 | $3.05M | Buy |
32,373
+883
| +3% | +$83.3K | 0.78% | 22 |
|
|
2015
Q2 | $2.94M | Buy |
31,490
+499
| +2% | +$46.6K | 0.71% | 23 |
|
|
2015
Q1 | $2.96M | Buy |
30,991
+384
| +1% | +$36.7K | 0.72% | 21 |
|
|
2014
Q4 | $2.9M | Buy |
30,607
+623
| +2% | +$58.9K | 0.73% | 23 |
|
|
2014
Q3 | $2.79M | Buy |
29,984
+337
| +1% | +$31.4K | 0.78% | 23 |
|
|
2014
Q2 | $2.65M | Sell |
29,647
-2,649
| -8% | -$237K | 0.75% | 22 |
|
|
2014
Q1 | $2.7M | Sell |
32,296
-788
| -2% | -$65.8K | 0.77% | 22 |
|
|
2013
Q4 | $2.74M | Buy |
33,084
+425
| +1% | +$35.3K | 0.78% | 23 |
|
|
2013
Q3 | $2.6M | Sell |
32,659
-2,922
| -8% | -$232K | 0.81% | 22 |
|
|
2013
Q2 | $2.91M | Buy |
+35,581
| New | +$2.91M | 1.01% | 18 |
|