Compass Financial Advisors’s PepsiCo PEP Stock Holding History

Compass Financial Advisors’s Portfolio PEP Stock Details PEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$392K	Buy
2022 Q4	$388K	Hold
2022 Q3	$350K	Buy
2022 Q2	$357K	Buy
2022 Q1	$358K	Buy
2021 Q4	$327K	Buy