OHWA
Oak Hill Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Hold |
6,183
| – | – | 0.17% | 70 |
|
|
2025
Q1 | $927K | Buy |
6,183
+299
| +5% | +$44.8K | 0.22% | 57 |
|
|
2024
Q4 | $895K | Buy |
+5,884
| New | +$895K | 0.21% | 55 |
|
|
2024
Q3 | – | Sell |
-5,027
| Closed | -$829K | – | 76 |
|
|
2024
Q2 | $829K | Buy |
+5,027
| New | +$829K | 0.25% | 44 |
|
|
2024
Q1 | – | Sell |
-5,027
| Closed | -$854K | – | 69 |
|
|
2023
Q4 | $854K | Sell |
5,027
-46
| -0.9% | -$7.81K | 0.29% | 42 |
|
|
2023
Q3 | $860K | Sell |
5,073
-121
| -2% | -$20.5K | 0.33% | 39 |
|
|
2023
Q2 | $962K | Sell |
5,194
-50
| -1% | -$9.26K | 0.36% | 39 |
|
|
2023
Q1 | $956K | Hold |
5,244
| – | – | 0.38% | 37 |
|
|
2022
Q4 | $947K | Buy |
+5,244
| New | +$947K | 0.39% | 38 |
|