PRWA
Platte River Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $218K | Hold |
1,280
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $211K | Hold |
1,280
| – | – | 0.06% | 92 |
|
|
2024
Q1 | $224K | Sell |
1,280
-2,680
| -68% | -$469K | 0.06% | 88 |
|
|
2023
Q4 | $673K | Buy |
3,960
+955
| +32% | +$162K | 0.22% | 61 |
|
|
2023
Q3 | $509K | Buy |
3,005
+1,425
| +90% | +$241K | 0.19% | 62 |
|
|
2023
Q2 | $293K | Buy |
1,580
+300
| +23% | +$55.6K | 0.1% | 82 |
|
|
2023
Q1 | $233K | Sell |
1,280
-54
| -4% | -$9.84K | 0.09% | 85 |
|
|
2022
Q4 | $241K | Buy |
1,334
+54
| +4% | +$9.76K | 0.1% | 83 |
|
|
2022
Q3 | $209K | Hold |
1,280
| – | – | 0.09% | 83 |
|
|
2022
Q2 | $213K | Hold |
1,280
| – | – | 0.09% | 84 |
|
|
2022
Q1 | $214K | Hold |
1,280
| – | – | 0.08% | 82 |
|
|
2021
Q4 | $223K | Sell |
1,280
-515
| -29% | -$89.7K | 0.08% | 84 |
|
|
2021
Q3 | $270K | Hold |
1,795
| – | – | 0.1% | 81 |
|
|
2021
Q2 | $266K | Hold |
1,795
| – | – | 0.1% | 82 |
|
|
2021
Q1 | $256K | Sell |
1,795
-1,223
| -41% | -$174K | 0.11% | 79 |
|
|
2020
Q4 | $421K | Hold |
3,018
| – | – | 0.18% | 71 |
|
|
2020
Q3 | $418K | Hold |
3,018
| – | – | 0.22% | 65 |
|
|
2020
Q2 | $402K | Buy |
+3,018
| New | +$402K | 0.22% | 72 |
|
|
2019
Q4 | $351K | Buy |
+2,468
| New | +$351K | 0.18% | 102 |
|