WWA
WCG Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
17,026
-2,706
| -14% | -$357K | 0.15% | 149 |
|
|
2025
Q1 | $2.96M | Sell |
19,732
-409
| -2% | -$61.3K | 0.22% | 107 |
|
|
2024
Q4 | $3.06M | Buy |
20,141
+471
| +2% | +$71.6K | 0.2% | 111 |
|
|
2024
Q3 | $3.35M | Buy |
19,670
+893
| +5% | +$152K | 0.23% | 110 |
|
|
2024
Q2 | $3.1M | Buy |
18,777
+3,616
| +24% | +$596K | 0.23% | 100 |
|
|
2024
Q1 | $2.65M | Sell |
15,161
-5,482
| -27% | -$959K | 0.22% | 98 |
|
|
2023
Q4 | $3.51M | Buy |
20,643
+3,116
| +18% | +$529K | 0.26% | 91 |
|
|
2023
Q3 | $2.97M | Buy |
+17,527
| New | +$2.97M | 0.22% | 100 |
|
|
2022
Q4 | – | Sell |
-3,819
| Closed | -$738K | – | 245 |
|
|
2022
Q3 | $738K | Sell |
3,819
-4,773
| -56% | -$922K | 0.1% | 152 |
|
|
2022
Q2 | $1.43M | Buy |
+8,592
| New | +$1.43M | 0.2% | 92 |
|