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AA Financial Advisors’s PepsiCo PEP Stock Holding History

AA Financial Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,185
Closed -$202K – 174
2024
Q3 		$202K Sell
1,185
-180
-13% -$30.6K 0.06% 168
2024
Q2 		$225K Sell
1,365
-439
-24% -$72.4K 0.08% 149
2024
Q1 		$316K Buy
+1,804
New +$316K 0.13% 120