LWMM
Legacy Wealth Management (Mississippi)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,848
| Closed | -$1.48M | – | 94 |
|
|
2022
Q1 | $1.48M | Buy |
8,848
+57
| +0.6% | +$9.54K | 0.77% | 42 |
|
|
2021
Q4 | $1.53M | Buy |
8,791
+14
| +0.2% | +$2.43K | 0.78% | 38 |
|
|
2021
Q3 | $1.32M | Hold |
8,777
| – | – | 0.71% | 43 |
|
|
2021
Q2 | $1.3M | Buy |
8,777
+200
| +2% | +$29.6K | 0.72% | 41 |
|
|
2021
Q1 | $1.21M | Buy |
8,577
+228
| +3% | +$32.3K | 0.74% | 42 |
|
|
2020
Q4 | $1.24M | Sell |
8,349
-600
| -7% | -$89K | 0.78% | 40 |
|
|
2020
Q3 | $1.24M | Buy |
8,949
+51
| +0.6% | +$7.07K | 0.86% | 40 |
|
|
2020
Q2 | $1.18M | Buy |
8,898
+395
| +5% | +$52.2K | 0.9% | 38 |
|
|
2020
Q1 | $1.02M | Buy |
8,503
+2,168
| +34% | +$260K | 0.95% | 31 |
|
|
2019
Q4 | $866K | Buy |
+6,335
| New | +$866K | 0.75% | 38 |
|