LWMI
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Legacy Wealth Management (Idaho)’s PepsiCo PEP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.4K Hold
86
– – 0.01% 293
2025
Q1 		$12.9K Hold
86
– – 0.01% 290
2024
Q4 		$12.4K Sell
86
-104
-55% -$15K 0.01% 252
2024
Q3 		$31.3K Buy
+190
New +$31.3K 0.02% 155