SPC
Spirepoint Private Client’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
7,733
+35
| +0.5% | +$4.62K | 0.12% | 106 |
|
|
2025
Q1 | $1.15M | Sell |
7,698
-527
| -6% | -$79K | 0.15% | 86 |
|
|
2024
Q4 | $1.25M | Buy |
8,225
+1,826
| +29% | +$278K | 0.16% | 84 |
|
|
2024
Q3 | $1.09M | Sell |
6,399
-16
| -0.2% | -$2.72K | 0.14% | 90 |
|
|
2024
Q2 | $1.06M | Sell |
6,415
-303
| -5% | -$50K | 0.15% | 92 |
|
|
2024
Q1 | $1.18M | Buy |
+6,718
| New | +$1.18M | 0.18% | 81 |
|