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Compass Financial Services’s PepsiCo PEP Stock Holding History

Compass Financial Services’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 		$36.2K Hold
274
– – 0.02% 115
2025
Q1 		$41.1K Sell
274
-35
-11% -$5.25K 0.02% 96
2024
Q4 		$47K Buy
+309
New +$47K 0.03% 70