CPA
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Compass Planning Associates’s PepsiCo PEP Stock Holding History

Compass Planning Associates’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 		$14.4K Hold
109
– – 0.01% 86
2025
Q1 		$16.3K Hold
109
– – 0.02% 87
2024
Q4 		$16.6K Buy
+109
New +$16.6K 0.02% 86