BWM
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Bernard Wealth Management’s PepsiCo PEP Stock Holding History

Bernard Wealth Management’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 		$116K Sell
876
-14
-2% -$1.85K 0.05% 82
2025
Q1 		$133K Buy
890
+15
+2% +$2.25K 0.07% 70
2024
Q4 		$133K Buy
+875
New +$133K 0.06% 71