RA
Rise Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
1,662
+104
| +7% | +$13.7K | 0.09% | 91 |
|
|
2025
Q1 | $234K | Buy |
1,558
+333
| +27% | +$49.9K | 0.1% | 80 |
|
|
2024
Q4 | $186K | Buy |
1,225
+113
| +10% | +$17.2K | 0.09% | 93 |
|
|
2024
Q3 | $189K | Sell |
1,112
-458
| -29% | -$77.9K | 0.09% | 96 |
|
|
2024
Q2 | $259K | Buy |
1,570
+123
| +9% | +$20.3K | 0.14% | 76 |
|
|
2024
Q1 | $253K | Buy |
1,447
+750
| +108% | +$131K | 0.13% | 77 |
|
|
2023
Q4 | $118K | Buy |
697
+106
| +18% | +$18K | 0.08% | 94 |
|
|
2023
Q3 | $100K | Sell |
591
-5
| -0.8% | -$847 | 0.08% | 91 |
|
|
2023
Q2 | $110K | Sell |
596
-241
| -29% | -$44.6K | 0.09% | 98 |
|
|
2023
Q1 | $153K | Buy |
837
+20
| +2% | +$3.65K | 0.12% | 79 |
|
|
2022
Q4 | $148K | Hold |
817
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $133K | Buy |
817
+431
| +112% | +$70.2K | 0.11% | 77 |
|
|
2022
Q2 | $64K | Buy |
386
+11
| +3% | +$1.82K | 0.06% | 123 |
|
|
2022
Q1 | $63K | Buy |
375
+2
| +0.5% | +$336 | 0.06% | 127 |
|
|
2021
Q4 | $64.8K | Buy |
+373
| New | +$64.8K | 0.06% | 125 |
|