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Broadway Wealth Solutions’s PepsiCo PEP Stock Holding History

Broadway Wealth Solutions’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$335K Buy
2,534
+91
+4% +$12K 0.21% 48
2025
Q1 		$366K Sell
2,443
-35
-1% -$5.25K 0.27% 35
2024
Q4 		$377K Buy
+2,478
New +$377K 0.29% 38