WAAG
Wealth Alliance Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
12,657
+282
| +2% | +$37.2K | 0.32% | 58 |
|
|
2025
Q1 | $1.86M | Sell |
12,375
-1,189
| -9% | -$178K | 0.38% | 52 |
|
|
2024
Q4 | $2.06M | Sell |
13,564
-586
| -4% | -$89.1K | 0.44% | 45 |
|
|
2024
Q3 | $2.41M | Buy |
14,150
+2,554
| +22% | +$434K | 0.51% | 42 |
|
|
2024
Q2 | $1.91M | Sell |
11,596
-2,215
| -16% | -$365K | 0.43% | 45 |
|
|
2024
Q1 | $2.42M | Buy |
13,811
+1,206
| +10% | +$211K | 0.56% | 37 |
|
|
2023
Q4 | $2.14M | Sell |
12,605
-3,705
| -23% | -$629K | 0.56% | 36 |
|
|
2023
Q3 | $2.76M | Buy |
16,310
+39
| +0.2% | +$6.61K | 0.82% | 25 |
|
|
2023
Q2 | $3.01M | Buy |
16,271
+249
| +2% | +$46.1K | 1.06% | 18 |
|
|
2023
Q1 | $2.92M | Buy |
16,022
+734
| +5% | +$134K | 1.09% | 18 |
|
|
2022
Q4 | $2.76M | Sell |
15,288
-409
| -3% | -$73.9K | 1.06% | 20 |
|
|
2022
Q3 | $2.56M | Sell |
15,697
-1
| -0% | -$163 | 1.13% | 18 |
|
|
2022
Q2 | $2.62M | Buy |
15,698
+701
| +5% | +$117K | 1.24% | 17 |
|
|
2022
Q1 | $2.51M | Sell |
14,997
-814
| -5% | -$136K | 1.09% | 20 |
|
|
2021
Q4 | $2.75M | Buy |
15,811
+1,702
| +12% | +$296K | 1.19% | 15 |
|
|
2021
Q3 | $2.12M | Buy |
14,109
+561
| +4% | +$84.4K | 1.03% | 21 |
|
|
2021
Q2 | $2.01M | Hold |
13,548
| – | – | 0.98% | 23 |
|
|
2021
Q1 | $1.92M | Sell |
13,548
-38
| -0.3% | -$5.37K | 0.98% | 22 |
|
|
2020
Q4 | $2.02M | Hold |
13,586
| – | – | 1.09% | 19 |
|
|
2020
Q3 | $1.88M | Sell |
13,586
-138
| -1% | -$19.1K | 1.11% | 19 |
|
|
2020
Q2 | $1.82M | Buy |
13,724
+121
| +0.9% | +$16K | 1.11% | 18 |
|
|
2020
Q1 | $1.63M | Sell |
13,603
-386
| -3% | -$46.4K | 1.27% | 17 |
|
|
2019
Q4 | $1.91M | Buy |
13,989
+200
| +1% | +$27.3K | 1.09% | 22 |
|
|
2019
Q3 | $1.9M | Sell |
13,789
-186
| -1% | -$25.6K | 1.18% | 21 |
|
|
2019
Q2 | $1.88M | Buy |
13,975
+200
| +1% | +$26.8K | 1.16% | 21 |
|
|
2019
Q1 | $1.74M | Buy |
13,775
+1,030
| +8% | +$130K | 1.12% | 22 |
|
|
2018
Q4 | $1.41M | Buy |
12,745
+1,093
| +9% | +$121K | 1.05% | 24 |
|
|
2018
Q3 | $1.3M | Sell |
11,652
-57
| -0.5% | -$6.37K | 0.67% | 35 |
|
|
2018
Q2 | $1.28M | Sell |
11,709
-448
| -4% | -$48.8K | 0.7% | 32 |
|
|
2018
Q1 | $1.33M | Buy |
12,157
+2,464
| +25% | +$269K | 0.77% | 30 |
|
|
2017
Q4 | $1.16M | Buy |
+9,693
| New | +$1.16M | 1.04% | 27 |
|