RWM
Revisor Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
3,892
+654
| +20% | +$89.1K | 0.19% | 126 |
|
|
2025
Q1 | $486K | Buy |
3,238
+1,871
| +137% | +$281K | 0.22% | 112 |
|
|
2024
Q4 | $207K | Sell |
1,367
-1,297
| -49% | -$196K | 0.19% | 117 |
|
|
2024
Q3 | $453K | Sell |
2,664
-93
| -3% | -$15.8K | 0.28% | 77 |
|
|
2024
Q2 | $455K | Sell |
2,757
-1,155
| -30% | -$190K | 0.32% | 62 |
|
|
2024
Q1 | $675K | Buy |
3,912
+2,046
| +110% | +$353K | 0.31% | 78 |
|
|
2023
Q4 | $317K | Sell |
1,866
-656
| -26% | -$111K | 0.36% | 62 |
|
|
2023
Q3 | $427K | Buy |
2,522
+294
| +13% | +$49.8K | 0.36% | 62 |
|
|
2023
Q2 | $413K | Buy |
2,228
+81
| +4% | +$15K | 0.37% | 64 |
|
|
2023
Q1 | $391K | Buy |
+2,147
| New | +$391K | 0.36% | 69 |
|