RAG
RIA Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
6,750
-1,043
| -13% | -$138K | 0.26% | 56 |
|
|
2025
Q1 | $1.17M | Buy |
7,793
+1,524
| +24% | +$229K | 0.38% | 47 |
|
|
2024
Q4 | $953K | Sell |
6,269
-163
| -3% | -$24.8K | 0.32% | 48 |
|
|
2024
Q3 | $1.09M | Buy |
+6,432
| New | +$1.09M | 0.39% | 42 |
|
|
2024
Q1 | $1.31M | Buy |
+7,487
| New | +$1.31M | 0.53% | 30 |
|
|
2023
Q4 | – | Sell |
-6,459
| Closed | -$1.09M | – | 172 |
|
|
2023
Q3 | $1.09M | Sell |
6,459
-1,235
| -16% | -$209K | 0.49% | 28 |
|
|
2023
Q2 | $1.43M | Buy |
7,694
+205
| +3% | +$38K | 0.61% | 20 |
|
|
2023
Q1 | $1.37M | Sell |
7,489
-1,107
| -13% | -$202K | 0.63% | 25 |
|
|
2022
Q4 | $1.52M | Buy |
+8,596
| New | +$1.52M | 0.88% | 15 |
|