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Brown Financial Advisors’s PepsiCo PEP Stock Holding History

Brown Financial Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$396K Sell
3,001
-24
-0.8% -$3.17K 0.15% 127
2025
Q1 		$454K Buy
3,025
+52
+2% +$7.8K 0.19% 114
2024
Q4 		$452K Buy
+2,973
New +$452K 0.18% 106