Brass Tax Wealth Management’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$776K	Buy	5,875 +166	+3%	+$21.9K	0.15%	75
2025 Q1	$856K	Sell	5,709 -613	-10%	-$91.9K	0.18%	68
2024 Q4	$961K	Buy	6,322 +141	+2%	+$21.4K	0.2%	54
2024 Q3	$1.05M	Buy	6,181 +3,733	+152%	+$635K	0.23%	47
2024 Q2	$404K	Buy	+2,448	New	+$404K	0.17%	72