Consilio Wealth Advisors’s PepsiCo PEP Stock Holding History

Consilio Wealth 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	$246K	Buy
2025 Q1	$274K	Buy
2024 Q4	–	Sell
2024 Q3	$330K	Buy
2024 Q2	$297K	Buy
2024 Q1	$286K	Buy