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Dopkins Wealth Management’s PepsiCo PEP Stock Holding History

Dopkins Wealth Management’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
-2,000
Closed -$300K – 86
2025
Q1 		$300K Buy
2,000
+268
+15% +$40.2K 0.15% 61
2024
Q4 		$263K Buy
+1,732
New +$263K 0.13% 67