LBWM
Left Brain Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,886
| Closed | -$476K | – | 80 |
|
|
2024
Q2 | $476K | Buy |
2,886
+96
| +3% | +$15.8K | 0.22% | 59 |
|
|
2024
Q1 | $488K | Buy |
2,790
+40
| +1% | +$7K | 0.24% | 58 |
|
|
2023
Q4 | $467K | Buy |
2,750
+28
| +1% | +$4.76K | 0.27% | 63 |
|
|
2023
Q3 | $461K | Buy |
2,722
+253
| +10% | +$42.9K | 0.29% | 62 |
|
|
2023
Q2 | $457K | Buy |
2,469
+550
| +29% | +$102K | 0.28% | 63 |
|
|
2023
Q1 | $366K | Buy |
1,919
+188
| +11% | +$35.9K | 0.25% | 65 |
|
|
2022
Q4 | $313K | Buy |
+1,731
| New | +$313K | 0.23% | 59 |
|