LWA
Lineweaver Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
19,007
+4,103
| +28% | +$542K | 0.4% | 50 |
|
|
2025
Q1 | $2.24M | Buy |
14,904
+3,740
| +34% | +$561K | 0.38% | 50 |
|
|
2024
Q4 | $1.7M | Buy |
11,164
+648
| +6% | +$98.5K | 0.31% | 63 |
|
|
2024
Q3 | $1.79M | Buy |
10,516
+400
| +4% | +$68K | 0.34% | 57 |
|
|
2024
Q2 | $1.67M | Buy |
10,116
+727
| +8% | +$120K | 0.35% | 56 |
|
|
2024
Q1 | $1.64M | Buy |
9,389
+236
| +3% | +$41.3K | 0.39% | 54 |
|
|
2023
Q4 | $1.56M | Sell |
9,153
-1,178
| -11% | -$200K | 0.4% | 52 |
|
|
2023
Q3 | $1.75M | Sell |
10,331
-122
| -1% | -$20.7K | 0.51% | 41 |
|
|
2023
Q2 | $1.94M | Sell |
10,453
-126
| -1% | -$23.4K | 0.55% | 40 |
|
|
2023
Q1 | $1.93M | Buy |
10,579
+1,758
| +20% | +$321K | 0.59% | 40 |
|
|
2022
Q4 | $1.59M | Sell |
8,821
-339
| -4% | -$61.3K | 0.48% | 43 |
|
|
2022
Q3 | $1.49M | Buy |
9,160
+968
| +12% | +$158K | 0.48% | 46 |
|
|
2022
Q2 | $1.37M | Buy |
8,192
+820
| +11% | +$137K | 0.45% | 43 |
|
|
2022
Q1 | $1.23M | Buy |
7,372
+1,023
| +16% | +$171K | 0.35% | 54 |
|
|
2021
Q4 | $1.1M | Buy |
6,349
+1,628
| +34% | +$283K | 0.32% | 52 |
|
|
2021
Q3 | $710K | Buy |
4,721
+1,206
| +34% | +$181K | 0.22% | 65 |
|
|
2021
Q2 | $520K | Buy |
3,515
+1,005
| +40% | +$149K | 0.17% | 68 |
|
|
2021
Q1 | $355K | Buy |
2,510
+674
| +37% | +$95.3K | 0.13% | 82 |
|
|
2020
Q4 | $272K | Buy |
1,836
+229
| +14% | +$33.9K | 0.11% | 83 |
|
|
2020
Q3 | $222K | Buy |
+1,607
| New | +$222K | 0.1% | 82 |
|