MLA
My Legacy Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
6,101
-572
| -9% | -$77.8K | 0.3% | 94 |
|
|
2025
Q1 | $1M | Sell |
6,673
-255
| -4% | -$38.2K | 0.39% | 75 |
|
|
2024
Q4 | $1M | Sell |
6,928
-87
| -1% | -$12.6K | 0.39% | 71 |
|
|
2024
Q3 | $1.19M | Sell |
7,015
-2,066
| -23% | -$351K | 0.47% | 53 |
|
|
2024
Q2 | $1.5M | Buy |
9,081
+145
| +2% | +$23.9K | 0.48% | 51 |
|
|
2024
Q1 | $1.56M | Buy |
8,936
+43
| +0.5% | +$7.53K | 0.52% | 48 |
|
|
2023
Q4 | $1.48M | Buy |
8,893
+43
| +0.5% | +$7.14K | 0.53% | 49 |
|
|
2023
Q3 | $1.42M | Sell |
8,850
-35
| -0.4% | -$5.62K | 0.58% | 42 |
|
|
2023
Q2 | $1.67M | Buy |
8,885
+899
| +11% | +$169K | 0.65% | 38 |
|
|
2023
Q1 | $1.46M | Buy |
7,986
+105
| +1% | +$19.2K | 0.63% | 44 |
|
|
2022
Q4 | $1.33M | Buy |
7,881
+218
| +3% | +$36.9K | 0.57% | 48 |
|
|
2022
Q3 | $1.3M | Buy |
7,663
+146
| +2% | +$24.8K | 0.66% | 35 |
|
|
2022
Q2 | $1.28M | Buy |
7,517
+1,228
| +20% | +$209K | 0.64% | 36 |
|
|
2022
Q1 | $1.05M | Buy |
+6,289
| New | +$1.05M | 0.49% | 57 |
|