SWMP
Signature Wealth Management Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
4,369
| – | – | 0.33% | 56 |
|
|
2025
Q1 | $655K | Hold |
4,369
| – | – | 0.43% | 44 |
|
|
2024
Q4 | $664K | Sell |
4,369
-300
| -6% | -$45.6K | 0.46% | 45 |
|
|
2024
Q3 | $794K | Hold |
4,669
| – | – | 0.57% | 33 |
|
|
2024
Q2 | $770K | Hold |
4,669
| – | – | 0.59% | 35 |
|
|
2024
Q1 | $817K | Buy |
4,669
+150
| +3% | +$26.3K | 0.67% | 35 |
|
|
2023
Q4 | $768K | Sell |
4,519
-100
| -2% | -$17K | 0.67% | 35 |
|
|
2023
Q3 | $783K | Sell |
4,619
-20
| -0.4% | -$3.39K | 0.77% | 30 |
|
|
2023
Q2 | $859K | Hold |
4,639
| – | – | 0.8% | 29 |
|
|
2023
Q1 | $846K | Sell |
4,639
-159
| -3% | -$29K | 0.78% | 33 |
|
|
2022
Q4 | $867K | Sell |
4,798
-51
| -1% | -$9.21K | 0.85% | 35 |
|
|
2022
Q3 | $792K | Buy |
4,849
+99
| +2% | +$16.2K | 0.87% | 33 |
|
|
2022
Q2 | $792K | Sell |
4,750
-116
| -2% | -$19.3K | 0.81% | 34 |
|
|
2022
Q1 | $814K | Hold |
4,866
| – | – | 0.69% | 38 |
|
|
2021
Q4 | $845K | Buy |
4,866
+100
| +2% | +$17.4K | 0.72% | 36 |
|
|
2021
Q3 | $717K | Buy |
4,766
+50
| +1% | +$7.52K | 0.65% | 37 |
|
|
2021
Q2 | $699K | Hold |
4,716
| – | – | 0.63% | 43 |
|
|
2021
Q1 | $667K | Hold |
4,716
| – | – | 0.64% | 42 |
|
|
2020
Q4 | $699K | Buy |
+4,716
| New | +$699K | 0.7% | 35 |
|