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Landmark Financial Advisors’s PepsiCo PEP Stock Holding History

Landmark Financial 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
2023
Q4 		$211K Hold
1,242
– – 0.08% 88
2023
Q3 		$210K Hold
1,242
– – 0.09% 88
2023
Q2 		$230K Hold
1,242
– – 0.09% 82
2023
Q1 		$226K Sell
1,242
-130
-9% -$22.7K 0.1% 81
2022
Q4 		$248K Sell
1,372
-16
-1% -$2.85K 0.11% 78
2022
Q3 		$227K Buy
1,388
+31
+2% +$5.34K 0.12% 74
2022
Q2 		$226K Sell
1,357
-113
-8% -$19K 0.11% 76
2022
Q1 		$255K Sell
1,470
-387
-21% -$65K 0.12% 76
2021
Q4 		$323K Buy
+1,857
New +$303K 0.14% 69
2020
Q1 		– Sell
-1,420
Closed -$204K – 71
2019
Q4 		$204K Buy
+1,420
New +$193K 0.12% 64

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Bank of America
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM