NWM
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Nauset Wealth Management’s PepsiCo PEP Stock Holding History

Nauset 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
2022
Q1 		$581K Buy
3,471
+1,282
+59% +$215K 0.46% 34
2021
Q4 		$380K Buy
+2,189
New +$380K 0.36% 41