SDWMA
Schneider Downs Wealth Management Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
2,008
-236
| -11% | -$31.2K | 0.04% | 126 |
|
|
2025
Q1 | $337K | Buy |
2,244
+218
| +11% | +$32.7K | 0.06% | 107 |
|
|
2024
Q4 | $308K | Hold |
2,026
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $345K | Sell |
2,026
-1
| -0% | -$170 | 0.07% | 103 |
|
|
2024
Q2 | $334K | Sell |
2,027
-133
| -6% | -$21.9K | 0.07% | 98 |
|
|
2024
Q1 | $378K | Buy |
2,160
+906
| +72% | +$159K | 0.09% | 91 |
|
|
2023
Q4 | $213K | Sell |
1,254
-241
| -16% | -$40.9K | 0.06% | 110 |
|
|
2023
Q3 | $253K | Sell |
1,495
-7
| -0.5% | -$1.19K | 0.06% | 91 |
|
|
2023
Q2 | $278K | Hold |
1,502
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $274K | Sell |
1,502
-33
| -2% | -$6.02K | 0.06% | 93 |
|
|
2022
Q4 | $277K | Sell |
1,535
-1,611
| -51% | -$291K | 0.06% | 96 |
|
|
2022
Q3 | $514K | Sell |
3,146
-1,038
| -25% | -$170K | 0.15% | 61 |
|
|
2022
Q2 | $697K | Buy |
4,184
+200
| +5% | +$33.3K | 0.19% | 54 |
|
|
2022
Q1 | $667K | Sell |
3,984
-54
| -1% | -$9.04K | 0.17% | 63 |
|
|
2021
Q4 | $701K | Sell |
4,038
-269
| -6% | -$46.7K | 0.17% | 68 |
|
|
2021
Q3 | $648K | Sell |
4,307
-34
| -0.8% | -$5.12K | 0.17% | 68 |
|
|
2021
Q2 | $643K | Buy |
4,341
+73
| +2% | +$10.8K | 0.17% | 63 |
|
|
2021
Q1 | $604K | Buy |
4,268
+1,608
| +60% | +$228K | 0.15% | 60 |
|
|
2020
Q4 | $394K | Buy |
2,660
+57
| +2% | +$8.44K | 0.11% | 55 |
|
|
2020
Q3 | $361K | Buy |
2,603
+463
| +22% | +$64.2K | 0.12% | 58 |
|
|
2020
Q2 | $283K | Hold |
2,140
| – | – | 0.1% | 68 |
|
|
2020
Q1 | $257K | Buy |
+2,140
| New | +$257K | 0.09% | 70 |
|