SWC
Spectrum Wealth Counsel’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,950
| Closed | -$3.03M | – | 386 |
|
|
2024
Q4 | $3.03M | Sell |
19,950
-241
| -1% | -$36.6K | 0.36% | 59 |
|
|
2024
Q3 | $3.43M | Sell |
20,191
-205
| -1% | -$34.9K | 0.41% | 55 |
|
|
2024
Q2 | $3.36M | Sell |
20,396
-1,344
| -6% | -$222K | 0.43% | 54 |
|
|
2024
Q1 | $3.8M | Sell |
21,740
-160
| -0.7% | -$28K | 0.47% | 51 |
|
|
2023
Q4 | $3.72M | Buy |
+21,900
| New | +$3.72M | 0.52% | 54 |
|