SWS
SYSTM Wealth Solutions’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $136K | Sell |
801
-46,947
| -98% | -$7.98M | 4.13% | 9 |
|
|
2024
Q2 | $7.88M | Sell |
47,748
-14,330
| -23% | -$2.36M | 1.76% | 4 |
|
|
2024
Q1 | $10.9M | Sell |
62,078
-6,518
| -10% | -$1.15M | 1.38% | 6 |
|
|
2023
Q4 | $11.7M | Buy |
68,596
+7,346
| +12% | +$1.25M | 1.62% | 5 |
|
|
2023
Q3 | $10.4M | Sell |
61,250
-1,585
| -3% | -$269K | 1.59% | 5 |
|
|
2023
Q2 | $11.6M | Buy |
62,835
+4,528
| +8% | +$839K | 1.58% | 5 |
|
|
2023
Q1 | $10.6M | Sell |
58,307
-8,359
| -13% | -$1.52M | 1.64% | 4 |
|
|
2022
Q4 | $12M | Buy |
+66,666
| New | +$12M | 1.5% | 4 |
|