Icon Wealth Advisors’s PepsiCo PEP Stock Holding History

Icon Wealth 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 Q2	$2.95M	Sell
2025 Q1	$4.11M	Sell
2024 Q4	$4.39M	Buy
2024 Q3	$4.82M	Sell
2024 Q2	$4.91M	Buy
2024 Q1	$4.31M	Buy
2023 Q4	$4.18M	Buy
2022 Q4	$7.59M	Buy
2022 Q3	$6.51M	Buy