SWMG
Signature Wealth Management Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
25,601
+1,433
| +6% | +$189K | 1.33% | 31 |
|
|
2025
Q1 | $3.62M | Buy |
+24,168
| New | +$3.62M | 1.41% | 31 |
|
|
2018
Q4 | – | Sell |
-467
| Closed | -$53K | – | 238 |
|
|
2018
Q3 | $53K | Sell |
467
-12
| -3% | -$1.36K | 0.04% | 107 |
|
|
2018
Q2 | $52K | Hold |
479
| – | – | 0.04% | 101 |
|
|
2018
Q1 | $52K | Hold |
479
| – | – | 0.04% | 98 |
|
|
2017
Q4 | $57K | Buy |
+479
| New | +$57K | 0.04% | 98 |
|