FP
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Fiduciary Planning’s PepsiCo PEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-352
Closed -$50K 209
2021
Q1
$50K Sell
352
-11,595
-97% -$1.65M 0.08% 74
2020
Q4
$1.77M Buy
11,947
+461
+4% +$68.4K 2.5% 14
2020
Q3
$1.59M Buy
+11,486
New +$1.59M 2.63% 10