Evernest Financial Advisors’s PepsiCo PEP Stock Holding History

Evernest Financial Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$268K	Sell
2025 Q2	$302K	Sell
2025 Q1	$476K	Sell
2024 Q4	$670K	Sell
2024 Q3	$840K	Buy
2024 Q2	$600K	Sell
2024 Q1	$641K	Sell
2023 Q4	$680K	Buy
2021 Q4	$566K	Buy