HIW
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Holos Integrated Wealth’s PepsiCo PEP Stock Holding History

Holos Integrated Wealth’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 		$70.1K Sell
482
-70
-13% -$10.2K 0.04% 103
2025
Q1 		$82.8K Hold
552
– – 0.05% 92
2024
Q4 		$84K Buy
+552
New +$84K 0.06% 86