DHK Financial Advisors’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,346	Closed	-$202K	–	91
2025 Q1	$202K	Sell	1,346 -41	-3%	-$6.15K	0.11%	88
2024 Q4	$213K	Hold	1,387	–	–	0.13%	86
2024 Q3	$236K	Sell	1,387 -16	-1%	-$2.72K	0.14%	76
2024 Q2	$231K	Buy	+1,403	New	+$231K	0.16%	74