LFA
Legacy Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
5,181
-3,066
| -37% | -$405K | 0.11% | 169 |
|
|
2025
Q1 | $1.24M | Buy |
8,247
+262
| +3% | +$39.3K | 0.21% | 85 |
|
|
2024
Q4 | $1.21M | Sell |
7,985
-1,442
| -15% | -$219K | 0.2% | 80 |
|
|
2024
Q3 | $1.6M | Buy |
9,427
+364
| +4% | +$61.9K | 0.27% | 63 |
|
|
2024
Q2 | $1.49M | Sell |
9,063
-8
| -0.1% | -$1.32K | 0.27% | 63 |
|
|
2024
Q1 | $1.59M | Buy |
9,071
+530
| +6% | +$92.8K | 0.28% | 63 |
|
|
2023
Q4 | $1.45M | Sell |
8,541
-452
| -5% | -$76.8K | 0.28% | 59 |
|
|
2023
Q3 | $1.52M | Buy |
8,993
+413
| +5% | +$70K | 0.3% | 46 |
|
|
2023
Q2 | $1.59M | Buy |
8,580
+295
| +4% | +$54.6K | 0.3% | 46 |
|
|
2023
Q1 | $1.51M | Buy |
8,285
+11
| +0.1% | +$2.01K | 0.31% | 40 |
|
|
2022
Q4 | $1.49M | Buy |
8,274
+1,239
| +18% | +$224K | 0.32% | 31 |
|
|
2022
Q3 | $1.15M | Buy |
7,035
+413
| +6% | +$67.5K | 0.27% | 45 |
|
|
2022
Q2 | $1.1M | Buy |
6,622
+304
| +5% | +$50.7K | 0.27% | 38 |
|
|
2022
Q1 | $1.06M | Buy |
6,318
+180
| +3% | +$30.1K | 0.24% | 45 |
|
|
2021
Q4 | $1.07M | Buy |
6,138
+318
| +5% | +$55.2K | 0.24% | 44 |
|
|
2021
Q3 | $875K | Buy |
5,820
+830
| +17% | +$125K | 0.21% | 44 |
|
|
2021
Q2 | $739K | Buy |
4,990
+630
| +14% | +$93.3K | 0.19% | 47 |
|
|
2021
Q1 | $617K | Buy |
4,360
+300
| +7% | +$42.5K | 0.17% | 53 |
|
|
2020
Q4 | $602K | Sell |
4,060
-1,078
| -21% | -$160K | 0.17% | 54 |
|
|
2020
Q3 | $712K | Buy |
+5,138
| New | +$712K | 0.22% | 40 |
|
|
2020
Q1 | – | Sell |
-3,198
| Closed | -$437K | – | 107 |
|
|
2019
Q4 | $437K | Buy |
3,198
+10
| +0.3% | +$1.37K | 0.14% | 68 |
|
|
2019
Q3 | $437K | Sell |
3,188
-5
| -0.2% | -$685 | 0.15% | 70 |
|
|
2019
Q2 | $419K | Sell |
3,193
-8
| -0.2% | -$1.05K | 0.15% | 74 |
|
|
2019
Q1 | $392K | Buy |
3,201
+604
| +23% | +$74K | 0.13% | 73 |
|
|
2018
Q4 | $287K | Sell |
2,597
-19
| -0.7% | -$2.1K | 0.11% | 78 |
|
|
2018
Q3 | $292K | Sell |
2,616
-24
| -0.9% | -$2.68K | 0.11% | 81 |
|
|
2018
Q2 | $298K | Buy |
2,640
+211
| +9% | +$23.8K | 0.11% | 78 |
|
|
2018
Q1 | $265K | Sell |
2,429
-109
| -4% | -$11.9K | 0.11% | 85 |
|
|
2017
Q4 | $304K | Buy |
+2,538
| New | +$304K | 0.12% | 75 |
|