TBWA
Three Bridge Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
3,802
+225
| +6% | +$29.7K | 0.13% | 67 |
|
|
2025
Q1 | $536K | Buy |
3,577
+87
| +2% | +$13K | 0.19% | 55 |
|
|
2024
Q4 | $535K | Buy |
3,490
+324
| +10% | +$49.7K | 0.19% | 55 |
|
|
2024
Q3 | $538K | Sell |
3,166
-784
| -20% | -$133K | 0.2% | 55 |
|
|
2024
Q2 | $651K | Sell |
3,950
-417
| -10% | -$68.8K | 0.26% | 49 |
|
|
2024
Q1 | $770K | Buy |
4,367
+1,365
| +45% | +$241K | 0.3% | 49 |
|
|
2023
Q4 | $514K | Sell |
3,002
-9
| -0.3% | -$1.54K | 0.18% | 59 |
|
|
2023
Q3 | $510K | Sell |
3,011
-44
| -1% | -$7.46K | 0.21% | 59 |
|
|
2023
Q2 | $566K | Sell |
3,055
-89
| -3% | -$16.5K | 0.24% | 59 |
|
|
2023
Q1 | $573K | Buy |
3,144
+755
| +32% | +$138K | 0.27% | 55 |
|
|
2022
Q4 | $434K | Sell |
2,389
-39
| -2% | -$7.09K | 0.23% | 55 |
|
|
2022
Q3 | $396K | Sell |
2,428
-1,301
| -35% | -$212K | 0.2% | 60 |
|
|
2022
Q2 | $621K | Sell |
3,729
-318
| -8% | -$53K | 0.3% | 53 |
|
|
2022
Q1 | $677K | Buy |
+4,047
| New | +$677K | 0.19% | 53 |
|