PFWA
Paces Ferry Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,347
| Closed | -$202K | – | 126 |
|
|
2025
Q1 | $202K | Buy |
+1,347
| New | +$202K | 0.1% | 119 |
|
|
2024
Q3 | – | Sell |
-1,506
| Closed | -$248K | – | 121 |
|
|
2024
Q2 | $248K | Buy |
1,506
+229
| +18% | +$37.8K | 0.15% | 97 |
|
|
2024
Q1 | $223K | Buy |
1,277
+21
| +2% | +$3.67K | 0.14% | 101 |
|
|
2023
Q4 | $213K | Buy |
+1,256
| New | +$213K | 0.15% | 102 |
|
|
2021
Q4 | – | Sell |
-1,433
| Closed | -$216K | – | 119 |
|
|
2021
Q3 | $216K | Sell |
1,433
-187
| -12% | -$28.2K | 0.17% | 113 |
|
|
2021
Q2 | $240K | Buy |
1,620
+86
| +6% | +$12.7K | 0.18% | 110 |
|
|
2021
Q1 | $217K | Buy |
1,534
+180
| +13% | +$25.5K | 0.19% | 114 |
|
|
2020
Q4 | $201K | Sell |
1,354
-13
| -1% | -$1.93K | 0.18% | 112 |
|
|
2020
Q3 | $189K | Buy |
+1,367
| New | +$189K | 0.16% | 107 |
|