LWA
Ledgewood Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
2,435
| – | – | 0.2% | 56 |
|
|
2025
Q1 | $365K | Hold |
2,435
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $370K | Hold |
2,435
| – | – | 0.24% | 52 |
|
|
2024
Q3 | $414K | Hold |
2,435
| – | – | 0.28% | 47 |
|
|
2024
Q2 | $402K | Hold |
2,435
| – | – | 0.35% | 37 |
|
|
2024
Q1 | $426K | Sell |
2,435
-325
| -12% | -$56.9K | 0.4% | 33 |
|
|
2023
Q4 | $469K | Buy |
+2,760
| New | +$469K | 0.43% | 33 |
|