LWM
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Level Wealth Management’s PepsiCo PEP Stock Holding History

Level 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
2025
Q2 		– Sell
-1,493
Closed -$224K – 62
2025
Q1 		$224K Hold
1,493
– – 0.15% 48
2024
Q4 		$227K Buy
+1,493
New +$227K 0.16% 48