EnRich Financial Partners’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-603	Closed	-$91.8K	–	170
2024 Q4	$91.8K	Sell	603 -1	-0.2%	-$152	0.03%	79
2024 Q3	$103K	Sell	604 -10	-2%	-$1.7K	0.03%	72
2024 Q2	$101K	Sell	614 -86	-12%	-$14.2K	0.04%	70
2024 Q1	$123K	Buy	+700	New	+$123K	0.05%	63