OBWG
Onyx Bridge Wealth Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
2,277
-179
| -7% | -$23.6K | 0.04% | 234 |
|
|
2025
Q1 | $368K | Buy |
2,456
+165
| +7% | +$24.7K | 0.05% | 189 |
|
|
2024
Q4 | $348K | Sell |
2,291
-40
| -2% | -$6.08K | 0.05% | 195 |
|
|
2024
Q3 | $396K | Hold |
2,331
| – | – | 0.06% | 187 |
|
|
2024
Q2 | $385K | Sell |
2,331
-43
| -2% | -$7.09K | 0.06% | 170 |
|
|
2024
Q1 | $417K | Buy |
2,374
+47
| +2% | +$8.25K | 0.07% | 161 |
|
|
2023
Q4 | $395K | Buy |
2,327
+13
| +0.6% | +$2.21K | 0.08% | 154 |
|
|
2023
Q3 | $392K | Buy |
2,314
+281
| +14% | +$47.6K | 0.09% | 150 |
|
|
2023
Q2 | $377K | Buy |
+2,033
| New | +$377K | 0.09% | 152 |
|
|
2022
Q2 | – | Sell |
-1,991
| Closed | -$348K | – | 183 |
|
|
2022
Q1 | $348K | Buy |
1,991
+184
| +10% | +$32.2K | 0.13% | 85 |
|
|
2021
Q4 | $313K | Buy |
1,807
+57
| +3% | +$9.87K | 0.11% | 115 |
|
|
2021
Q3 | $277K | Buy |
1,750
+353
| +25% | +$55.9K | 0.1% | 108 |
|
|
2021
Q2 | $218K | Buy |
+1,397
| New | +$218K | 0.09% | 106 |
|