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Curran Financial Partners’s PepsiCo PEP Stock Holding History

Curran Financial Partners’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 		– Sell
-1,481
Closed -$222K – 124
2025
Q1 		$222K Sell
1,481
-101
-6% -$15.1K 0.05% 93
2024
Q4 		$241K Buy
1,582
+127
+9% +$19.3K 0.06% 87
2024
Q3 		$247K Buy
+1,455
New +$247K 0.07% 82