LGWM
Litman Gregory Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,800
-250
| -12% | -$33K | 0.02% | 128 |
|
|
2025
Q1 | $307K | Hold |
2,050
| – | – | 0.03% | 114 |
|
|
2024
Q4 | $312K | Hold |
2,050
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $349K | Hold |
2,050
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $338K | Sell |
2,050
-407
| -17% | -$67.1K | 0.03% | 106 |
|
|
2024
Q1 | $430K | Buy |
2,457
+407
| +20% | +$71.2K | 0.04% | 90 |
|
|
2023
Q4 | $348K | Sell |
2,050
-1,386
| -40% | -$235K | 0.03% | 101 |
|
|
2023
Q3 | $582K | Buy |
+3,436
| New | +$582K | 0.06% | 83 |
|
|
2021
Q2 | – | Sell |
-892
| Closed | -$126K | – | 154 |
|
|
2021
Q1 | $126K | Sell |
892
-4
| -0.4% | -$565 | 0.02% | 68 |
|
|
2020
Q4 | $133K | Sell |
896
-16
| -2% | -$2.38K | 0.02% | 68 |
|
|
2020
Q3 | $126K | Buy |
912
+17
| +2% | +$2.35K | 0.03% | 66 |
|
|
2020
Q2 | $118K | Hold |
895
| – | – | 0.03% | 65 |
|
|
2020
Q1 | $107K | Sell |
895
-29
| -3% | -$3.47K | 0.03% | 58 |
|
|
2019
Q4 | $126K | Buy |
924
+32
| +4% | +$4.36K | 0.03% | 64 |
|
|
2019
Q3 | $122K | Hold |
892
| – | – | 0.03% | 59 |
|
|
2019
Q2 | $117K | Hold |
892
| – | – | 0.03% | 58 |
|
|
2019
Q1 | $109K | Hold |
892
| – | – | 0.03% | 52 |
|
|
2018
Q4 | $99K | Buy |
892
+800
| +870% | +$88.8K | 0.03% | 54 |
|
|
2018
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 86 |
|
|
2018
Q2 | $10K | Sell |
92
-450
| -83% | -$48.9K | ﹤0.01% | 74 |
|
|
2018
Q1 | $59K | Sell |
542
-1,150
| -68% | -$125K | 0.02% | 89 |
|
|
2017
Q4 | $203 | Hold |
1,692
| – | – | 0.06% | 31 |
|
|
2017
Q3 | $189K | Buy |
1,692
+1,600
| +1,739% | +$179K | 0.09% | 31 |
|
|
2017
Q2 | $11K | Buy |
+92
| New | +$11K | 0.01% | 44 |
|