Lakeshore Financial Planning’s PepsiCo PEP Stock Holding History

Lakeshore Financial Planning’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	–	Sell
2025 Q1	$217K	Buy
2024 Q4	$219K	Hold
2024 Q3	$244K	Buy
2024 Q2	$237K	Buy
2024 Q1	$250K	Sell
2023 Q4	$248K	Sell
2023 Q3	$260K	Buy