WDG
Wealth Dimensions Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
4,157
+701
| +20% | +$92.6K | 0.12% | 99 |
|
|
2025
Q1 | $518K | Buy |
3,456
+234
| +7% | +$35.1K | 0.12% | 97 |
|
|
2024
Q4 | $490K | Buy |
3,222
+128
| +4% | +$19.5K | 0.12% | 92 |
|
|
2024
Q3 | $526K | Sell |
3,094
-142
| -4% | -$24.1K | 0.13% | 80 |
|
|
2024
Q2 | $534K | Sell |
3,236
-187
| -5% | -$30.8K | 0.15% | 76 |
|
|
2024
Q1 | $599K | Sell |
3,423
-63
| -2% | -$11K | 0.18% | 71 |
|
|
2023
Q4 | $592K | Sell |
3,486
-18
| -0.5% | -$3.06K | 0.19% | 68 |
|
|
2023
Q3 | $594K | Buy |
3,504
+258
| +8% | +$43.7K | 0.22% | 67 |
|
|
2023
Q2 | $601K | Buy |
3,246
+4
| +0.1% | +$741 | 0.22% | 63 |
|
|
2023
Q1 | $591K | Buy |
3,242
+238
| +8% | +$43.4K | 0.23% | 60 |
|
|
2022
Q4 | $543K | Buy |
3,004
+201
| +7% | +$36.3K | 0.22% | 61 |
|
|
2022
Q3 | $458K | Sell |
2,803
-41
| -1% | -$6.7K | 0.23% | 60 |
|
|
2022
Q2 | $474K | Buy |
2,844
+35
| +1% | +$5.83K | 0.23% | 67 |
|
|
2022
Q1 | $470K | Buy |
2,809
+55
| +2% | +$9.2K | 0.22% | 79 |
|
|
2021
Q4 | $478K | Buy |
2,754
+232
| +9% | +$40.3K | 0.23% | 76 |
|
|
2021
Q3 | $379K | Sell |
2,522
-64
| -2% | -$9.62K | 0.24% | 88 |
|
|
2021
Q2 | $383K | Buy |
2,586
+262
| +11% | +$38.8K | 0.26% | 81 |
|
|
2021
Q1 | $329K | Hold |
2,324
| – | – | 0.26% | 81 |
|
|
2020
Q4 | $345K | Buy |
+2,324
| New | +$345K | 0.3% | 71 |
|