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Asset Planning Inc’s PepsiCo PEP Stock Holding History

Asset Planning Inc’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$118K Sell
891
-134
-13% -$17.7K 0.09% 99
2025
Q1 		$154K Buy
1,025
+5
+0.5% +$749 0.12% 89
2024
Q4 		$155K Buy
+1,020
New +$155K 0.12% 85