LWA
Lowe Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Hold |
277
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $41.5K | Hold |
277
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $42.1K | Buy |
277
+19
| +7% | +$2.89K | 0.02% | 143 |
|
|
2024
Q3 | $43.9K | Hold |
258
| – | – | 0.02% | 137 |
|
|
2024
Q2 | $42.6K | Hold |
258
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $45.2K | Hold |
258
| – | – | 0.02% | 123 |
|
|
2023
Q4 | $43.8K | Hold |
258
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $43.7K | Hold |
258
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $47.8K | Hold |
258
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $47K | Hold |
258
| – | – | 0.03% | 104 |
|
|
2022
Q4 | $46.6K | Buy |
258
+230
| +821% | +$41.6K | 0.03% | 108 |
|
|
2022
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 245 |
|
|
2022
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 236 |
|
|
2022
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 219 |
|
|
2020
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 215 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 205 |
|
|
2020
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 200 |
|
|
2020
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 219 |
|
|
2019
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 210 |
|
|
2019
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 209 |
|
|
2019
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 218 |
|
|
2019
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 204 |
|
|
2018
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 195 |
|
|
2018
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 240 |
|
|
2018
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 187 |
|
|
2018
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 197 |
|
|
2017
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 206 |
|
|
2016
Q4 | – | Sell |
-320
| Closed | -$35K | – | 245 |
|
|
2016
Q3 | $35K | Buy |
320
+300
| +1,500% | +$32.8K | 0.02% | 68 |
|
|
2016
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 204 |
|
|
2016
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 187 |
|
|
2015
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 198 |
|
|
2015
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 196 |
|
|
2015
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 199 |
|
|
2015
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 195 |
|
|
2014
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 180 |
|