CWA
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Centerline Wealth Advisors’s PepsiCo PEP Stock Holding History

Centerline Wealth 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 		$1.43M Sell
10,820
-65
-0.6% -$8.58K 0.7% 22
2025
Q1 		$1.63M Hold
10,885
– – 0.97% 17
2024
Q4 		$1.66M Buy
+10,885
New +$1.66M 0.97% 17