RWPA
Richard W. Paul & Associates’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
4,871
+301
| +7% | +$39.7K | 0.23% | 100 |
|
|
2025
Q1 | $685K | Sell |
4,570
-241
| -5% | -$36.1K | 0.27% | 94 |
|
|
2024
Q4 | $732K | Buy |
4,811
+418
| +10% | +$63.6K | 0.27% | 102 |
|
|
2024
Q3 | $747K | Buy |
4,393
+296
| +7% | +$50.3K | 0.27% | 103 |
|
|
2024
Q2 | $676K | Buy |
4,097
+57
| +1% | +$9.4K | 0.26% | 102 |
|
|
2024
Q1 | $707K | Buy |
4,040
+203
| +5% | +$35.5K | 0.28% | 97 |
|
|
2023
Q4 | $652K | Buy |
3,837
+33
| +0.9% | +$5.61K | 0.27% | 96 |
|
|
2023
Q3 | $645K | Sell |
3,804
-342
| -8% | -$57.9K | 0.29% | 89 |
|
|
2023
Q2 | $768K | Buy |
4,146
+160
| +4% | +$29.6K | 0.33% | 84 |
|
|
2023
Q1 | $727K | Buy |
3,986
+132
| +3% | +$24.1K | 0.33% | 84 |
|
|
2022
Q4 | $696K | Buy |
+3,854
| New | +$696K | 0.35% | 78 |
|