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IronBridge Private Wealth’s PepsiCo PEP Stock Holding History

IronBridge Private Wealth’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31,044
Closed -$5.66M – 40
2023
Q1 		$5.66M Buy
31,044
+12,069
+64% +$2.2M 3.62% 8
2022
Q4 		$3.43M Buy
+18,975
New +$3.43M 2.82% 14