OPOWM
One Plus One Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,448
| Closed | -$217K | – | 96 |
|
|
2025
Q1 | $217K | Sell |
1,448
-500
| -26% | -$75K | 0.12% | 85 |
|
|
2024
Q4 | $296K | Hold |
1,948
| – | – | 0.17% | 78 |
|
|
2024
Q3 | $331K | Sell |
1,948
-307
| -14% | -$52.2K | 0.2% | 68 |
|
|
2024
Q2 | $372K | Sell |
2,255
-200
| -8% | -$33K | 0.21% | 67 |
|
|
2024
Q1 | $430K | Sell |
2,455
-350
| -12% | -$61.3K | 0.25% | 70 |
|
|
2023
Q4 | $476K | Hold |
2,805
| – | – | 0.29% | 58 |
|
|
2023
Q3 | $475K | Sell |
2,805
-100
| -3% | -$16.9K | 0.31% | 54 |
|
|
2023
Q2 | $538K | Sell |
2,905
-153
| -5% | -$28.3K | 0.34% | 51 |
|
|
2023
Q1 | $557K | Sell |
3,058
-57
| -2% | -$10.4K | 0.4% | 50 |
|
|
2022
Q4 | $563K | Buy |
3,115
+60
| +2% | +$10.8K | 0.39% | 50 |
|
|
2022
Q3 | $499K | Buy |
3,055
+200
| +7% | +$32.7K | 0.41% | 45 |
|
|
2022
Q2 | $476K | Buy |
2,855
+300
| +12% | +$50K | 0.36% | 51 |
|
|
2022
Q1 | $428K | Hold |
2,555
| – | – | 0.28% | 55 |
|
|
2021
Q4 | $444K | Hold |
2,555
| – | – | 0.31% | 51 |
|
|
2021
Q3 | $384K | Sell |
2,555
-250
| -9% | -$37.6K | 0.28% | 51 |
|
|
2021
Q2 | $416K | Buy |
2,805
+250
| +10% | +$37.1K | 0.29% | 43 |
|
|
2021
Q1 | $361K | Buy |
+2,555
| New | +$361K | 0.28% | 49 |
|