MWA
MFA Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-729
| Closed | -$124K | – | 299 |
|
|
2024
Q3 | $124K | Buy |
729
+40
| +6% | +$6.8K | 0.03% | 123 |
|
|
2024
Q2 | $114K | Buy |
+689
| New | +$114K | 0.02% | 127 |
|
|
2020
Q3 | – | Sell |
-284
| Closed | -$37.5K | – | 161 |
|
|
2020
Q2 | $37.5K | Buy |
+284
| New | +$37.5K | 0.02% | 83 |
|