WIA
World Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Sell |
47,218
-30,687
| -39% | -$4.05M | 0.14% | 166 |
|
|
2025
Q1 | $11.7M | Buy |
77,905
+4,089
| +6% | +$613K | 0.3% | 71 |
|
|
2024
Q4 | $11.2M | Buy |
73,816
+3,210
| +5% | +$488K | 0.31% | 67 |
|
|
2024
Q3 | $12M | Buy |
70,606
+8,991
| +15% | +$1.53M | 0.38% | 58 |
|
|
2024
Q2 | $10.2M | Buy |
61,615
+49,284
| +400% | +$8.13M | 0.63% | 29 |
|
|
2024
Q1 | $3.38M | Sell |
12,331
-7,887
| -39% | -$2.16M | 0.48% | 51 |
|
|
2023
Q4 | $3.43M | Buy |
20,218
+18,981
| +1,534% | +$3.22M | 0.45% | 48 |
|
|
2023
Q3 | $210K | Buy |
+1,237
| New | +$210K | 0.04% | 246 |
|
|
2019
Q4 | – | Sell |
-1,464
| Closed | -$201K | – | 175 |
|
|
2019
Q3 | $201K | Buy |
+1,464
| New | +$201K | 0.09% | 139 |
|
|
2019
Q1 | – | Sell |
-3,964
| Closed | -$451K | – | 147 |
|
|
2018
Q4 | $451K | Buy |
+3,964
| New | +$451K | 0.2% | 75 |
|