SSW
Stone Summit Wealth’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
23,573
-2,719
| -10% | -$359K | 0.96% | 38 |
|
|
2025
Q1 | $3.94M | Buy |
26,292
+1,111
| +4% | +$167K | 1.34% | 24 |
|
|
2024
Q4 | $3.83M | Sell |
25,181
-2,214
| -8% | -$337K | 1.29% | 25 |
|
|
2024
Q3 | $4.66M | Sell |
27,395
-504
| -2% | -$85.7K | 1.5% | 15 |
|
|
2024
Q2 | $4.6M | Sell |
27,899
-218
| -0.8% | -$36K | 1.65% | 14 |
|
|
2024
Q1 | $4.92M | Sell |
28,117
-499
| -2% | -$87.3K | 1.71% | 11 |
|
|
2023
Q4 | $4.86M | Sell |
28,616
-1,110
| -4% | -$189K | 1.86% | 10 |
|
|
2023
Q3 | $5.04M | Buy |
29,726
+40
| +0.1% | +$6.78K | 2.16% | 6 |
|
|
2023
Q2 | $5.5M | Buy |
29,686
+254
| +0.9% | +$47K | 2.28% | 7 |
|
|
2023
Q1 | $5.37M | Sell |
29,432
-460
| -2% | -$83.9K | 2.39% | 5 |
|
|
2022
Q4 | $5.4M | Buy |
29,892
+1,180
| +4% | +$213K | 2.65% | 5 |
|
|
2022
Q3 | $4.69M | Buy |
28,712
+500
| +2% | +$81.6K | 2.88% | 3 |
|
|
2022
Q2 | $4.7M | Buy |
28,212
+1,327
| +5% | +$221K | 2.81% | 4 |
|
|
2022
Q1 | $4.56M | Buy |
26,885
+12,288
| +84% | +$2.08M | 2.55% | 4 |
|
|
2021
Q4 | $2.53M | Buy |
+14,597
| New | +$2.53M | 2.05% | 10 |
|