SVWAG
Sound View Wealth Advisors Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
43,915
+10,798
| +33% | +$1.43M | 0.43% | 56 |
|
|
2025
Q1 | $4.97M | Buy |
33,117
+84
| +0.3% | +$12.6K | 0.41% | 58 |
|
|
2024
Q4 | $5.02M | Buy |
33,033
+1,722
| +5% | +$262K | 0.4% | 59 |
|
|
2024
Q3 | $5.32M | Buy |
31,311
+2,705
| +9% | +$460K | 0.43% | 57 |
|
|
2024
Q2 | $4.72M | Sell |
28,606
-46
| -0.2% | -$7.59K | 0.49% | 51 |
|
|
2024
Q1 | $5.01M | Sell |
28,652
-2,231
| -7% | -$390K | 0.53% | 51 |
|
|
2023
Q4 | $5.25M | Sell |
30,883
-1,874
| -6% | -$318K | 0.58% | 45 |
|
|
2023
Q3 | $5.55M | Buy |
32,757
+1,610
| +5% | +$273K | 0.69% | 39 |
|
|
2023
Q2 | $5.77M | Sell |
31,147
-4,751
| -13% | -$880K | 0.76% | 36 |
|
|
2023
Q1 | $6.54M | Buy |
35,898
+5,015
| +16% | +$914K | 0.9% | 28 |
|
|
2022
Q4 | $5.25M | Buy |
30,883
+3,097
| +11% | +$526K | 0.58% | 45 |
|
|
2022
Q3 | $4.54M | Sell |
27,786
-326
| -1% | -$53.2K | 1.02% | 28 |
|
|
2022
Q2 | $4.69M | Sell |
28,112
-434
| -2% | -$72.3K | 0.98% | 31 |
|
|
2022
Q1 | $4.78M | Sell |
28,546
-1,037
| -4% | -$174K | 0.91% | 33 |
|
|
2021
Q4 | $5.14M | Buy |
29,583
+538
| +2% | +$93.5K | 0.97% | 30 |
|
|
2021
Q3 | $4.37M | Sell |
29,045
-373
| -1% | -$56.1K | 0.91% | 34 |
|
|
2021
Q2 | $4.36M | Buy |
29,418
+1,931
| +7% | +$286K | 0.92% | 35 |
|
|
2021
Q1 | $3.89M | Sell |
27,487
-457
| -2% | -$64.6K | 0.91% | 34 |
|
|
2020
Q4 | $4.14M | Sell |
27,944
-68
| -0.2% | -$10.1K | 1.01% | 32 |
|
|
2020
Q3 | $3.88M | Sell |
28,012
-1,320
| -5% | -$183K | 1.02% | 28 |
|
|
2020
Q2 | $3.88M | Buy |
29,332
+1,285
| +5% | +$170K | 1.09% | 29 |
|
|
2020
Q1 | $3.37M | Buy |
28,047
+664
| +2% | +$79.7K | 1.16% | 25 |
|
|
2019
Q4 | $3.74M | Sell |
27,383
-1,867
| -6% | -$255K | 1.06% | 29 |
|
|
2019
Q3 | $4.01M | Sell |
29,250
-161
| -0.5% | -$22.1K | 1.2% | 22 |
|
|
2019
Q2 | $3.86M | Buy |
+29,411
| New | +$3.86M | 1.14% | 21 |
|