BFWM
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Bright Futures Wealth Management’s PepsiCo PEP Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-1,989
Closed -$331K – 198
2024
Q3 		$331K Buy
1,989
+92
+5% +$15.3K 0.16% 158
2024
Q2 		$338K Sell
1,897
-115
-6% -$20.5K 0.18% 142
2024
Q1 		$334K Buy
+2,012
New +$334K 0.18% 140