LWM
Liberty Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
3,776
-20
| -0.5% | -$2.64K | 0.08% | 128 |
|
|
2025
Q1 | $569K | Buy |
3,796
+30
| +0.8% | +$4.5K | 0.11% | 83 |
|
|
2024
Q4 | $573K | Sell |
3,766
-91
| -2% | -$13.8K | 0.1% | 108 |
|
|
2024
Q3 | $656K | Sell |
3,857
-71,585
| -95% | -$12.2M | 0.11% | 102 |
|
|
2024
Q2 | $604K | Buy |
75,442
+72,165
| +2,202% | +$578K | 0.11% | 105 |
|
|
2024
Q1 | $574K | Sell |
3,277
-114
| -3% | -$20K | 0.11% | 96 |
|
|
2023
Q4 | $576K | Buy |
3,391
+71
| +2% | +$12.1K | 0.12% | 90 |
|
|
2023
Q3 | $563K | Sell |
3,320
-85
| -2% | -$14.4K | 0.14% | 87 |
|
|
2023
Q2 | $631K | Buy |
3,405
+496
| +17% | +$91.9K | 0.16% | 76 |
|
|
2023
Q1 | $530K | Buy |
+2,909
| New | +$530K | 0.11% | 118 |
|
|
2022
Q3 | $486K | Buy |
2,981
+141
| +5% | +$23K | 0.13% | 86 |
|
|
2022
Q2 | $473K | Buy |
2,840
+11
| +0.4% | +$1.83K | 0.19% | 85 |
|
|
2022
Q1 | $473K | Buy |
2,829
+22
| +0.8% | +$3.68K | 0.17% | 84 |
|
|
2021
Q4 | $487 | Sell |
2,807
-707
| -20% | -$123 | 0.02% | 99 |
|
|
2021
Q3 | $537K | Buy |
3,514
+617
| +21% | +$94.3K | 0.19% | 75 |
|
|
2021
Q2 | $430K | Buy |
2,897
+24
| +0.8% | +$3.56K | 0.17% | 78 |
|
|
2021
Q1 | $393K | Hold |
2,873
| – | – | 0.19% | 75 |
|
|
2020
Q4 | $393K | Buy |
2,873
+1,015
| +55% | +$139K | 0.19% | 75 |
|
|
2020
Q3 | $258K | Buy |
1,858
+558
| +43% | +$77.5K | 0.15% | 79 |
|
|
2020
Q2 | $172K | Buy |
1,300
+99
| +8% | +$13.1K | 0.12% | 100 |
|
|
2020
Q1 | $144K | Buy |
1,201
+67
| +6% | +$8.03K | 0.13% | 106 |
|
|
2019
Q4 | $155K | Buy |
1,134
+22
| +2% | +$3.01K | 0.12% | 120 |
|
|
2019
Q3 | $152K | Sell |
1,112
-1,230
| -53% | -$168K | 0.14% | 110 |
|
|
2019
Q2 | $307K | Buy |
2,342
+1,648
| +237% | +$216K | 0.27% | 81 |
|
|
2019
Q1 | $85K | Buy |
694
+66
| +11% | +$8.08K | 0.06% | 156 |
|
|
2018
Q4 | $69K | Buy |
+628
| New | +$69K | 0.05% | 162 |
|