Convergence Financial’s PepsiCo PEP Stock Holding History

Convergence Financial’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 Q3	$231K	Sell
2025 Q2	$276K	Sell
2025 Q1	$418K	Sell
2024 Q4	$470K	Sell
2024 Q3	$552K	Sell
2024 Q2	$749K	Buy