MSWM
McGlone Suttner Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
7,356
+161
| +2% | +$21.3K | 0.15% | 71 |
|
|
2025
Q1 | $1.08M | Buy |
7,195
+2,936
| +69% | +$440K | 0.18% | 65 |
|
|
2024
Q4 | $648K | Sell |
4,259
-2,993
| -41% | -$455K | 0.11% | 83 |
|
|
2024
Q3 | $1.23M | Buy |
7,252
+1,889
| +35% | +$321K | 0.26% | 50 |
|
|
2024
Q2 | $911K | Sell |
5,363
-1,292
| -19% | -$219K | 0.19% | 59 |
|
|
2024
Q1 | $1.16M | Buy |
6,655
+1,292
| +24% | +$226K | 0.22% | 51 |
|
|
2023
Q4 | $911K | Buy |
5,363
+405
| +8% | +$68.8K | 0.18% | 59 |
|
|
2023
Q3 | $840K | Sell |
4,958
-2,017
| -29% | -$342K | 0.19% | 58 |
|
|
2023
Q2 | $1.29M | Buy |
6,975
+634
| +10% | +$117K | 0.29% | 36 |
|
|
2023
Q1 | $1.16M | Buy |
6,341
+930
| +17% | +$170K | 0.3% | 38 |
|
|
2022
Q4 | $978K | Buy |
+5,411
| New | +$978K | 0.31% | 43 |
|