SPWG
Syntegra Private Wealth Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
2,531
-180
| -7% | -$23.8K | 0.03% | 141 |
|
|
2025
Q1 | $406K | Sell |
2,711
-40
| -1% | -$6K | 0.05% | 101 |
|
|
2024
Q4 | $418K | Sell |
2,751
-173
| -6% | -$26.3K | 0.05% | 93 |
|
|
2024
Q3 | $497K | Buy |
2,924
+2
| +0.1% | +$340 | 0.06% | 79 |
|
|
2024
Q2 | $482K | Buy |
2,922
+212
| +8% | +$35K | 0.06% | 74 |
|
|
2024
Q1 | $474K | Buy |
2,710
+106
| +4% | +$18.6K | 0.06% | 74 |
|
|
2023
Q4 | $442K | Buy |
2,604
+85
| +3% | +$14.4K | 0.06% | 71 |
|
|
2023
Q3 | $427K | Buy |
2,519
+40
| +2% | +$6.78K | 0.07% | 74 |
|
|
2023
Q2 | $459K | Buy |
2,479
+1,068
| +76% | +$198K | 0.07% | 74 |
|
|
2023
Q1 | $257K | Buy |
+1,411
| New | +$257K | 0.05% | 108 |
|