BSTWA
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Blake Schutter Theil Wealth Advisors’s PepsiCo PEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
2,065
0.31% 86
2025
Q1
$310K Sell
2,065
-34
-2% -$5.1K 0.35% 86
2024
Q4
$319K Sell
2,099
-3,553
-63% -$540K 0.34% 84
2024
Q3
$961K Buy
+5,652
New +$961K 0.69% 38