WFAG
Worth Financial Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,813
| Closed | -$308K | – | 166 |
|
|
2024
Q3 | $308K | Buy |
1,813
+22
| +1% | +$3.74K | 0.18% | 118 |
|
|
2024
Q2 | $295K | Sell |
1,791
-2,145
| -54% | -$354K | 0.19% | 112 |
|
|
2024
Q1 | $689K | Buy |
3,936
+490
| +14% | +$85.8K | 0.48% | 57 |
|
|
2023
Q4 | $585K | Buy |
3,446
+78
| +2% | +$13.2K | 0.47% | 57 |
|
|
2023
Q3 | $571K | Buy |
3,368
+532
| +19% | +$90.1K | 0.51% | 52 |
|
|
2023
Q2 | $525K | Sell |
2,836
-120
| -4% | -$22.2K | 0.49% | 60 |
|
|
2023
Q1 | $539K | Buy |
2,956
+466
| +19% | +$84.9K | 0.51% | 60 |
|
|
2022
Q4 | $450K | Buy |
+2,490
| New | +$450K | 0.52% | 53 |
|