MSWA
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Marshall & Sterling Wealth Advisors’s PepsiCo PEP Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$104K Sell
788
-98
-11% -$12.9K 0.07% 109
2025
Q1 		$133K Buy
886
+75
+9% +$11.2K 0.09% 100
2024
Q4 		$123K Buy
+811
New +$123K 0.09% 97