MWA
Monograph Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,625
| Closed | -$433K | – | 115 |
|
|
2024
Q2 | $433K | Hold |
2,625
| – | – | 0.06% | 71 |
|
|
2024
Q1 | $463K | Sell |
2,625
-1,093
| -29% | -$193K | 0.07% | 105 |
|
|
2023
Q4 | $636K | Buy |
3,718
+93
| +3% | +$15.9K | 0.11% | 47 |
|
|
2023
Q3 | $614K | Buy |
+3,625
| New | +$614K | 0.12% | 60 |
|