MWPCG
Measured Wealth Private Client Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
2,601
-14
| -0.5% | -$1.85K | 0.1% | 132 |
|
|
2025
Q1 | $392K | Sell |
2,615
-391
| -13% | -$58.6K | 0.13% | 114 |
|
|
2024
Q4 | $457K | Buy |
3,006
+41
| +1% | +$6.23K | 0.15% | 95 |
|
|
2024
Q3 | $504K | Sell |
2,965
-526
| -15% | -$89.4K | 0.17% | 74 |
|
|
2024
Q2 | $576K | Sell |
3,491
-227
| -6% | -$37.4K | 0.2% | 76 |
|
|
2024
Q1 | $651K | Sell |
3,718
-15
| -0.4% | -$2.63K | 0.23% | 75 |
|
|
2023
Q4 | $634K | Sell |
3,733
-42
| -1% | -$7.13K | 0.23% | 73 |
|
|
2023
Q3 | $640K | Sell |
3,775
-138
| -4% | -$23.4K | 0.26% | 67 |
|
|
2023
Q2 | $725K | Sell |
3,913
-8
| -0.2% | -$1.48K | 0.28% | 49 |
|
|
2023
Q1 | $715K | Sell |
3,921
-129
| -3% | -$23.5K | 0.28% | 51 |
|
|
2022
Q4 | $732K | Hold |
4,050
| – | – | 0.3% | 47 |
|
|
2022
Q3 | $661K | Sell |
4,050
-40
| -1% | -$6.53K | 0.29% | 45 |
|
|
2022
Q2 | $682K | Buy |
4,090
+123
| +3% | +$20.5K | 0.3% | 51 |
|
|
2022
Q1 | $664K | Sell |
3,967
-394
| -9% | -$65.9K | 0.24% | 48 |
|
|
2021
Q4 | $758K | Buy |
4,361
+156
| +4% | +$27.1K | 0.27% | 54 |
|
|
2021
Q3 | $633K | Sell |
4,205
-1,545
| -27% | -$233K | 0.24% | 60 |
|
|
2021
Q2 | $852K | Buy |
5,750
+638
| +12% | +$94.5K | 0.27% | 57 |
|
|
2021
Q1 | $723K | Buy |
5,112
+1,309
| +34% | +$185K | 0.26% | 60 |
|
|
2020
Q4 | $564K | Sell |
3,803
-516
| -12% | -$76.5K | 0.23% | 55 |
|
|
2020
Q3 | $599K | Buy |
4,319
+246
| +6% | +$34.1K | 0.29% | 55 |
|
|
2020
Q2 | $539K | Buy |
4,073
+2,325
| +133% | +$308K | 0.31% | 49 |
|
|
2020
Q1 | $210K | Buy |
1,748
+228
| +15% | +$27.4K | 0.16% | 83 |
|
|
2019
Q4 | $208K | Sell |
1,520
-422
| -22% | -$57.7K | 0.14% | 95 |
|
|
2019
Q3 | $266K | Sell |
1,942
-1,113
| -36% | -$152K | 0.17% | 89 |
|
|
2019
Q2 | $401K | Sell |
3,055
-273
| -8% | -$35.8K | 0.23% | 90 |
|
|
2019
Q1 | $408K | Buy |
+3,328
| New | +$408K | 0.25% | 83 |
|
|
2018
Q4 | – | Sell |
-2,826
| Closed | -$312K | – | 522 |
|
|
2018
Q3 | $312K | Buy |
2,826
+1
| +0% | +$110 | 0.19% | 105 |
|
|
2018
Q2 | $307K | Buy |
+2,825
| New | +$307K | 0.25% | 96 |
|