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Keeler & Nadler Financial Planning & Wealth Management’s PepsiCo PEP Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,146
Closed -$201K – 66
2024
Q1 		$201K Sell
1,146
-119
-9% -$20.8K 0.12% 64
2023
Q4 		$215K Buy
+1,265
New +$215K 0.16% 52