LA
LM Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,296
| Closed | -$944K | – | 222 |
|
|
2025
Q1 | $944K | Sell |
6,296
-661
| -10% | -$99.1K | 0.17% | 93 |
|
|
2024
Q4 | $1.07M | Buy |
6,957
+4,914
| +241% | +$754K | 0.19% | 84 |
|
|
2024
Q3 | $347K | Sell |
2,043
-1,000
| -33% | -$170K | 0.07% | 138 |
|
|
2024
Q2 | $502K | Hold |
3,043
| – | – | ﹤0.01% | 132 |
|
|
2024
Q1 | $533K | Buy |
3,043
+1,500
| +97% | +$263K | 0.08% | 135 |
|
|
2023
Q4 | $262K | Buy |
+1,543
| New | +$262K | 0.05% | 168 |
|