CPWM

Cypress Point Wealth Management’s PepsiCo PEP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8	Closed	-$1K	–	118
2021 Q3	$1K	Buy	+8	New	+$1K	﹤0.01%	151
2021 Q1	–	Sell	-1,500	Closed	-$222K	–	170
2020 Q4	$222K	Buy	+1,500	New	+$222K	0.34%	81