PWA
Primoris Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,728
| Closed | -$1.02M | – | 104 |
|
|
2024
Q3 | $1.02M | Buy |
4,728
+748
| +19% | +$161K | 0.74% | 41 |
|
|
2024
Q2 | $656K | Sell |
3,980
-3,848
| -49% | -$635K | 0.52% | 53 |
|
|
2024
Q1 | $1.37M | Sell |
7,828
-1,406
| -15% | -$246K | 1.1% | 31 |
|
|
2023
Q4 | $1.57M | Buy |
+9,234
| New | +$1.57M | 1.48% | 20 |
|