NFA
Northwest Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,436
| Closed | -$218K | – | 123 |
|
|
2024
Q4 | $218K | Buy |
1,436
+120
| +9% | +$18.2K | 0.18% | 107 |
|
|
2024
Q3 | $224K | Buy |
1,316
+7
| +0.5% | +$1.19K | 0.18% | 91 |
|
|
2024
Q2 | $216K | Sell |
1,309
-588
| -31% | -$97K | 0.22% | 83 |
|
|
2024
Q1 | $332K | Buy |
1,897
+24
| +1% | +$4.2K | 0.36% | 69 |
|
|
2023
Q4 | $318K | Buy |
+1,873
| New | +$318K | 0.27% | 62 |
|