WWP
WR Wealth Planners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.01M | Sell |
6,655
-101
| -1% | -$15.4K | 0.33% | 45 |
|
|
2024
Q3 | $1.15M | Buy |
6,756
+118
| +2% | +$20.1K | 0.32% | 52 |
|
|
2024
Q2 | $1.09M | Buy |
6,638
+90
| +1% | +$14.8K | 0.33% | 47 |
|
|
2024
Q1 | $1.15M | Sell |
6,548
-135
| -2% | -$23.6K | 0.36% | 44 |
|
|
2023
Q4 | $1.13M | Buy |
6,683
+357
| +6% | +$60.6K | 0.42% | 46 |
|
|
2023
Q3 | $1.07M | Buy |
6,326
+71
| +1% | +$12K | 0.41% | 40 |
|
|
2023
Q2 | $1.16M | Buy |
6,255
+826
| +15% | +$153K | 0.45% | 39 |
|
|
2023
Q1 | $990K | Buy |
5,429
+5,210
| +2,379% | +$950K | 0.43% | 42 |
|
|
2022
Q4 | $39.5K | Sell |
219
-28
| -11% | -$5.05K | 0.02% | 181 |
|
|
2022
Q3 | $40.3K | Buy |
247
+1
| +0.4% | +$163 | 0.03% | 176 |
|
|
2022
Q2 | $41K | Hold |
246
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $41.1K | Buy |
+246
| New | +$41.1K | 0.02% | 182 |
|