Pepsi shares owned by LWM Advisory Services
Historical chart of LWM Advisory Services investment in Pepsi
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All positions including Pepsi held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $443k | 2.6k | 170.05 |
| 2024-06-30 | $284k | 1.7k | 164.93 |
| 2024-03-31 | $489k | 2.8k | 175.01 |
| 2023-12-31 | $470k | 2.8k | 169.84 |
| 2023-09-30 | $455k | 2.7k | 169.35 |
| 2023-06-30 | $495k | 2.7k | 184.48 |
| 2023-03-31 | $481k | 2.6k | 182.14 |
| 2022-12-31 | $461k | 2.6k | 176.78 |
| 2022-09-30 | $616k | 3.7k | 166.67 |
| 2022-06-30 | $564k | 3.4k | 167.41 |
| 2022-03-31 | $359k | 2.1k | 168.47 |
| 2021-12-31 | $363k | 2.1k | 173.52 |