LPWM
Lake Point Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $343K | Hold |
2,057
| – | – | 0.19% | 23 |
|
|
2022
Q1 | $344K | Hold |
2,057
| – | – | 0.16% | 20 |
|
|
2021
Q4 | $357K | Hold |
2,057
| – | – | 0.16% | 25 |
|
|
2021
Q3 | $309K | Hold |
2,057
| – | – | 0.14% | 22 |
|
|
2021
Q2 | $305K | Buy |
+2,057
| New | +$305K | 0.14% | 23 |
|
|
2020
Q1 | $295K | Sell |
2,457
-13
| -0.5% | -$1.56K | 0.26% | 18 |
|
|
2019
Q4 | $338K | Buy |
+2,470
| New | +$338K | 0.11% | 31 |
|
|
2019
Q2 | $326K | Hold |
2,486
| – | – | 0.11% | 25 |
|
|
2019
Q1 | $326K | Sell |
2,486
-3,676
| -60% | -$482K | 0.11% | 25 |
|
|
2018
Q4 | $681K | Buy |
+6,162
| New | +$681K | 0.25% | 69 |
|