LFASL
Lugano Financial Advisors SA (LFA)’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.7K | Buy |
672
+309
| +85% | +$40.8K | 0.05% | 118 |
|
|
2025
Q1 | $54.4K | Sell |
363
-190
| -34% | -$28.5K | 0.04% | 127 |
|
|
2024
Q4 | $84.1K | Sell |
553
-274
| -33% | -$41.7K | 0.06% | 121 |
|
|
2024
Q3 | $141K | Buy |
827
+93
| +13% | +$15.8K | 0.1% | 93 |
|
|
2024
Q2 | $121K | Buy |
734
+274
| +60% | +$45.2K | 0.09% | 92 |
|
|
2024
Q1 | $80.5K | Buy |
460
+303
| +193% | +$53K | 0.06% | 115 |
|
|
2023
Q4 | $26.7K | Buy |
157
+70
| +80% | +$11.9K | 0.02% | 132 |
|
|
2023
Q3 | $14.7K | Buy |
+87
| New | +$14.7K | 0.01% | 140 |
|
|
2020
Q4 | – | Sell |
-170
| Closed | -$24K | – | 113 |
|
|
2020
Q3 | $24K | Buy |
+170
| New | +$24K | 0.02% | 97 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$11K | – | 166 |
|
|
2018
Q4 | $11K | Hold |
95
| – | – | 0.01% | 155 |
|
|
2018
Q3 | $11K | Hold |
95
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $10K | Buy |
+95
| New | +$10K | 0.01% | 127 |
|