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Flagship Wealth Advisors’s PepsiCo PEP Stock Holding History

Flagship Wealth Advisors’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 		$660K Buy
4,998
+31
+0.6% +$4.09K 0.25% 58
2025
Q1 		$745K Sell
4,967
-1,671
-25% -$251K 0.31% 51
2024
Q4 		$1.01M Buy
+6,638
New +$1.01M 0.59% 31