Heritage Wealth Management (California)’s PepsiCo PEP Stock Holding History

Heritage Wealth Management (California)’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 Q2	$423K	Sell
2025 Q1	$523K	Sell
2024 Q4	$536K	Buy
2024 Q3	$527K	Hold
2024 Q2	$511K	Buy
2024 Q1	$542K	Buy
2023 Q4	$525K	Buy