Mosaic Financial Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,218
Closed -$201K 132
2024
Q2
$201K Sell
1,218
-175
-13% -$28.9K 0.14% 114
2024
Q1
$244K Buy
+1,393
New +$244K 0.2% 103