LAS
LWM Advisory Services’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,551
| Closed | -$386K | – | 101 |
|
|
2024
Q4 | $386K | Sell |
2,551
-51
| -2% | -$7.72K | 0.27% | 67 |
|
|
2024
Q3 | $442K | Buy |
2,602
+879
| +51% | +$149K | 0.33% | 59 |
|
|
2024
Q2 | $284K | Sell |
1,723
-1,073
| -38% | -$177K | 0.24% | 68 |
|
|
2024
Q1 | $489K | Buy |
2,796
+28
| +1% | +$4.9K | 0.39% | 46 |
|
|
2023
Q4 | $470K | Buy |
2,768
+80
| +3% | +$13.6K | 0.41% | 46 |
|
|
2023
Q3 | $455K | Buy |
2,688
+5
| +0.2% | +$847 | 0.49% | 38 |
|
|
2023
Q2 | $495K | Buy |
2,683
+43
| +2% | +$7.93K | 0.52% | 34 |
|
|
2023
Q1 | $481K | Buy |
2,640
+30
| +1% | +$5.46K | 0.51% | 39 |
|
|
2022
Q4 | $461K | Sell |
2,610
-1,086
| -29% | -$192K | 0.51% | 42 |
|
|
2022
Q3 | $616K | Buy |
3,696
+327
| +10% | +$54.5K | 0.7% | 37 |
|
|
2022
Q2 | $564K | Buy |
3,369
+1,238
| +58% | +$207K | 0.68% | 43 |
|
|
2022
Q1 | $359K | Buy |
2,131
+39
| +2% | +$6.57K | 0.45% | 71 |
|
|
2021
Q4 | $363K | Buy |
+2,092
| New | +$363K | 0.45% | 68 |
|