WP
WealthSpring Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $305K | Hold |
1,800
| – | – | 0.23% | 56 |
|
|
2023
Q2 | $333K | Hold |
1,800
| – | – | 0.24% | 55 |
|
|
2023
Q1 | $328K | Hold |
1,800
| – | – | 0.25% | 58 |
|
|
2022
Q4 | $325K | Buy |
1,800
+128
| +8% | +$23.1K | 0.25% | 60 |
|
|
2022
Q3 | $273K | Buy |
+1,672
| New | +$273K | 0.24% | 60 |
|