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Beta Wealth Group’s PepsiCo PEP Stock Holding History

Beta Wealth Group’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,088
Closed -$3.4M – 109
2023
Q3 		$3.4M Buy
+20,088
New +$3.4M 2.01% 16