MGWM
Marks Group Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
3,043
-351
| -10% | -$46.3K | 0.04% | 244 |
|
|
2025
Q1 | $509K | Hold |
3,394
| – | – | 0.05% | 239 |
|
|
2024
Q4 | $516K | Buy |
3,394
+79
| +2% | +$12K | 0.05% | 218 |
|
|
2024
Q3 | $564K | Sell |
3,315
-43
| -1% | -$7.31K | 0.05% | 215 |
|
|
2024
Q2 | $554K | Sell |
3,358
-61
| -2% | -$10.1K | 0.06% | 212 |
|
|
2024
Q1 | $598K | Buy |
3,419
+17
| +0.5% | +$2.98K | 0.06% | 206 |
|
|
2023
Q4 | $578K | Buy |
3,402
+212
| +7% | +$36K | 0.07% | 207 |
|
|
2023
Q3 | $541K | Hold |
3,190
| – | – | 0.07% | 203 |
|
|
2023
Q2 | $591K | Sell |
3,190
-39
| -1% | -$7.22K | 0.07% | 202 |
|
|
2023
Q1 | $589K | Hold |
3,229
| – | – | 0.08% | 198 |
|
|
2022
Q4 | $583K | Hold |
3,229
| – | – | 0.08% | 196 |
|
|
2022
Q3 | $527K | Buy |
3,229
+20
| +0.6% | +$3.26K | 0.08% | 195 |
|
|
2022
Q2 | $535K | Buy |
3,209
+255
| +9% | +$42.5K | 0.08% | 205 |
|
|
2022
Q1 | $494K | Buy |
2,954
+134
| +5% | +$22.4K | 0.06% | 233 |
|
|
2021
Q4 | $490K | Sell |
2,820
-59
| -2% | -$10.3K | 0.06% | 235 |
|
|
2021
Q3 | $433K | Buy |
2,879
+1,470
| +104% | +$221K | 0.06% | 211 |
|
|
2021
Q2 | $209K | Buy |
+1,409
| New | +$209K | 0.03% | 253 |
|