Compass Ion Advisors’s PepsiCo PEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell
2025 Q1	$364K	Sell
2024 Q4	$415K	Sell
2024 Q3	$490K	Sell
2024 Q2	$532K	Hold
2024 Q1	$532K	Sell
2023 Q4	$524K	Sell
2023 Q3	$529K	Buy
2020 Q4	–	Sell
2020 Q3	$243K	Buy