OBWP
O'Brien Wealth Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-652
| Closed | -$97.8K | – | 88 |
|
|
2025
Q1 | $97.8K | Buy |
652
+235
| +56% | +$35.2K | 0.02% | 57 |
|
|
2024
Q4 | $63.4K | Sell |
417
-100
| -19% | -$15.2K | 0.01% | 58 |
|
|
2024
Q3 | $87.9K | Sell |
517
-9
| -2% | -$1.53K | 0.02% | 55 |
|
|
2024
Q2 | $86.8K | Hold |
526
| – | – | 0.02% | 50 |
|
|
2024
Q1 | $92.1K | Sell |
526
-548
| -51% | -$95.9K | 0.02% | 52 |
|
|
2023
Q4 | $182K | Buy |
1,074
+27
| +3% | +$4.59K | 0.05% | 44 |
|
|
2023
Q3 | $177K | Hold |
1,047
| – | – | 0.05% | 43 |
|
|
2023
Q2 | $194K | Sell |
1,047
-26
| -2% | -$4.82K | 0.06% | 42 |
|
|
2023
Q1 | $196K | Sell |
1,073
-311
| -22% | -$56.7K | 0.06% | 44 |
|
|
2022
Q4 | $250K | Buy |
1,384
+772
| +126% | +$139K | 0.1% | 36 |
|
|
2022
Q3 | $100K | Buy |
612
+19
| +3% | +$3.11K | 0.04% | 55 |
|
|
2022
Q2 | $99K | Buy |
593
+33
| +6% | +$5.51K | 0.04% | 60 |
|
|
2022
Q1 | $96K | Buy |
560
+5
| +0.9% | +$857 | 0.04% | 51 |
|
|
2021
Q4 | $95K | Buy |
+555
| New | +$95K | 0.03% | 51 |
|
|
2018
Q4 | – | Sell |
-617
| Closed | -$69K | – | 159 |
|
|
2018
Q3 | $69K | Buy |
617
+517
| +517% | +$57.8K | 0.04% | 67 |
|
|
2018
Q2 | $11K | Sell |
100
-517
| -84% | -$56.9K | 0.01% | 58 |
|
|
2018
Q1 | $67K | Buy |
+617
| New | +$67K | 0.05% | 56 |
|