MWA
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Martel Wealth Advisors’s PepsiCo PEP Stock Holding History

Martel Wealth Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$396K Hold
3,000
– – 0.07% 50
2025
Q1 		$450K Hold
3,000
– – 0.09% 46
2024
Q4 		$456K Buy
+3,000
New +$456K 0.09% 48