SSWG
Seven Springs Wealth Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
4,716
-200
| -4% | -$26.4K | 0.15% | 45 |
|
|
2025
Q1 | $737K | Buy |
4,916
+200
| +4% | +$30K | 0.26% | 39 |
|
|
2024
Q4 | $717K | Sell |
4,716
-225
| -5% | -$34.2K | 0.27% | 41 |
|
|
2024
Q3 | $840K | Sell |
4,941
-14
| -0.3% | -$2.38K | 0.31% | 35 |
|
|
2024
Q2 | $817K | Hold |
4,955
| – | – | 0.32% | 34 |
|
|
2024
Q1 | $867K | Hold |
4,955
| – | – | 0.33% | 33 |
|
|
2023
Q4 | $842K | Buy |
4,955
+43
| +0.9% | +$7.3K | 0.38% | 30 |
|
|
2023
Q3 | $832K | Hold |
4,912
| – | – | 0.4% | 30 |
|
|
2023
Q2 | $910K | Sell |
4,912
-244
| -5% | -$45.2K | 0.43% | 28 |
|
|
2023
Q1 | $940K | Buy |
5,156
+14
| +0.3% | +$2.55K | 0.46% | 27 |
|
|
2022
Q4 | $929K | Sell |
5,142
-203
| -4% | -$36.7K | 0.45% | 28 |
|
|
2022
Q3 | $873K | Buy |
5,345
+203
| +4% | +$33.2K | 0.47% | 28 |
|
|
2022
Q2 | $857K | Hold |
5,142
| – | – | 0.43% | 27 |
|
|
2022
Q1 | $861K | Hold |
5,142
| – | – | 0.41% | 28 |
|
|
2021
Q4 | $893K | Sell |
5,142
-81
| -2% | -$14.1K | 0.41% | 27 |
|
|
2021
Q3 | $786K | Hold |
5,223
| – | – | 0.39% | 29 |
|
|
2021
Q2 | $774K | Buy |
5,223
+81
| +2% | +$12K | 0.34% | 31 |
|
|
2021
Q1 | $727K | Hold |
5,142
| – | – | 0.34% | 28 |
|
|
2020
Q4 | $763K | Sell |
5,142
-252
| -5% | -$37.4K | 0.39% | 24 |
|
|
2020
Q3 | $748K | Sell |
5,394
-417
| -7% | -$57.8K | 0.47% | 22 |
|
|
2020
Q2 | $769K | Hold |
5,811
| – | – | 0.49% | 19 |
|
|
2020
Q1 | $698K | Hold |
5,811
| – | – | 0.49% | 18 |
|
|
2019
Q4 | $794K | Buy |
+5,811
| New | +$794K | 0.54% | 19 |
|