Legacy Financial Group (Iowa)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,514
| Closed | -$227K | – | 115 |
|
|
2025
Q1 | $227K | Buy |
1,514
+71
| +5% | +$10.6K | 0.03% | 101 |
|
|
2024
Q4 | $219K | Buy |
+1,443
| New | +$219K | 0.04% | 103 |
|
|
2024
Q3 | – | Sell |
-1,418
| Closed | -$234K | – | 88 |
|
|
2024
Q2 | $234K | Hold |
1,418
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $248K | Buy |
+1,418
| New | +$248K | 0.05% | 89 |
|
|
2023
Q4 | – | Sell |
-1,418
| Closed | -$240K | – | 375 |
|
|
2023
Q3 | $240K | Buy |
+1,418
| New | +$240K | 0.06% | 84 |
|