AssuredPartners Investment Advisors’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
2,984
-4,871
-62% -$643K 0.1% 157
2025
Q1
$1.18M Buy
7,855
+2,359
+43% +$354K 0.23% 111
2024
Q4
$836K Buy
+5,496
New +$836K 0.16% 139