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BWM Planning’s PepsiCo PEP Stock Holding History

BWM Planning’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$515K Buy
3,900
+37
+1% +$4.89K 0.18% 56
2025
Q1 		$579K Buy
3,863
+19
+0.5% +$2.85K 0.25% 52
2024
Q4 		$585K Hold
3,844
– – 0.25% 54
2024
Q3 		$654K Buy
+3,844
New +$654K 0.29% 49