WQ
Wealth Quarterback’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,908
| Closed | -$835K | – | 131 |
|
|
2024
Q3 | $835K | Buy |
4,908
+88
| +2% | +$15K | 0.43% | 51 |
|
|
2024
Q2 | $795K | Sell |
4,820
-174
| -3% | -$28.7K | 0.45% | 47 |
|
|
2024
Q1 | $874K | Sell |
4,994
-119
| -2% | -$20.8K | 0.49% | 46 |
|
|
2023
Q4 | $868K | Buy |
5,113
+2,414
| +89% | +$410K | 0.53% | 44 |
|
|
2023
Q3 | $457K | Buy |
2,699
+159
| +6% | +$26.9K | 0.4% | 68 |
|
|
2023
Q2 | $470K | Buy |
2,540
+909
| +56% | +$168K | 0.33% | 69 |
|
|
2023
Q1 | $297K | Buy |
1,631
+26
| +2% | +$4.74K | 0.25% | 80 |
|
|
2022
Q4 | $290K | Buy |
1,605
+37
| +2% | +$6.69K | 0.24% | 82 |
|
|
2022
Q3 | $256K | Sell |
1,568
-84
| -5% | -$13.7K | 0.27% | 80 |
|
|
2022
Q2 | $275K | Buy |
+1,652
| New | +$275K | 0.21% | 86 |
|
|
2021
Q3 | $301K | Sell |
1,999
-5
| -0.2% | -$753 | 0.2% | 85 |
|
|
2021
Q2 | $297K | Buy |
+2,004
| New | +$297K | 0.18% | 87 |
|
|
2020
Q4 | $334K | Sell |
2,254
-299
| -12% | -$44.3K | 0.28% | 82 |
|
|
2020
Q3 | $338K | Hold |
2,553
| – | – | 0.31% | 76 |
|
|
2020
Q2 | $338K | Sell |
2,553
-126
| -5% | -$16.7K | 0.31% | 76 |
|
|
2020
Q1 | $322K | Sell |
2,679
-40,288
| -94% | -$4.84M | 0.3% | 72 |
|
|
2019
Q4 | $271K | Buy |
+42,967
| New | +$271K | 0.24% | 91 |
|