PWA
PCG Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
3,116
+143
| +5% | +$18.9K | 0.21% | 63 |
|
|
2025
Q1 | $446K | Sell |
2,973
-69
| -2% | -$10.3K | 0.16% | 91 |
|
|
2024
Q4 | $462K | Hold |
3,042
| – | – | 0.17% | 87 |
|
|
2024
Q3 | $517K | Buy |
3,042
+193
| +7% | +$32.8K | 0.2% | 78 |
|
|
2024
Q2 | $470K | Buy |
2,849
+1
| +0% | +$165 | 0.2% | 74 |
|
|
2024
Q1 | $498K | Hold |
2,848
| – | – | 0.24% | 70 |
|
|
2023
Q4 | $484K | Sell |
2,848
-424
| -13% | -$72K | 0.27% | 61 |
|
|
2023
Q3 | $555K | Buy |
3,272
+13
| +0.4% | +$2.2K | 0.36% | 55 |
|
|
2023
Q2 | $604K | Buy |
3,259
+11
| +0.3% | +$2.04K | 0.37% | 55 |
|
|
2023
Q1 | $592K | Buy |
3,248
+136
| +4% | +$24.8K | 0.37% | 56 |
|
|
2022
Q4 | $562K | Sell |
3,112
-3,085
| -50% | -$557K | 0.36% | 58 |
|
|
2022
Q3 | $1.01M | Buy |
6,197
+3,099
| +100% | +$506K | 0.36% | 52 |
|
|
2022
Q2 | $516K | Sell |
3,098
-20
| -0.6% | -$3.33K | 0.37% | 47 |
|
|
2022
Q1 | $522K | Buy |
3,118
+312
| +11% | +$52.2K | 0.33% | 47 |
|
|
2021
Q4 | $487K | Buy |
+2,806
| New | +$487K | 0.34% | 49 |
|