TCWA
Turtle Creek Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
22,584
-2,866
| -11% | -$378K | 0.35% | 69 |
|
|
2025
Q1 | $3.82M | Buy |
+25,450
| New | +$3.82M | 0.57% | 57 |
|
|
2024
Q4 | – | Sell |
-2,446
| Closed | -$416K | – | 143 |
|
|
2024
Q3 | $416K | Buy |
2,446
+159
| +7% | +$27K | 0.08% | 116 |
|
|
2024
Q2 | $377K | Buy |
2,287
+358
| +19% | +$59K | 0.09% | 107 |
|
|
2024
Q1 | $338K | Sell |
1,929
-211
| -10% | -$36.9K | 0.08% | 110 |
|
|
2023
Q4 | $363K | Buy |
+2,140
| New | +$363K | 0.11% | 110 |
|