MRWM
ML&R Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $371K | Buy |
2,120
+10
| +0.5% | +$1.75K | 0.09% | 52 |
|
|
2023
Q4 | $358K | Sell |
2,110
-46
| -2% | -$7.81K | 0.08% | 57 |
|
|
2023
Q3 | $365K | Buy |
2,156
+303
| +16% | +$51.3K | 0.1% | 46 |
|
|
2023
Q2 | $343K | Hold |
1,853
| – | – | 0.08% | 75 |
|
|
2023
Q1 | $338K | Buy |
+1,853
| New | +$338K | 0.09% | 50 |
|