NWMG
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Nicholson Wealth Management Group’s PepsiCo PEP Stock Holding History

Nicholson Wealth Management Group’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2M Sell
15,118
-75
-0.5% -$9.9K 1.23% 11
2025
Q1 		$2.28M Buy
15,193
+73
+0.5% +$10.9K 1.5% 8
2024
Q4 		$2.3M Buy
15,120
+4,962
+49% +$755K 1.54% 8
2024
Q3 		$1.73M Buy
+10,158
New +$1.73M 1.42% 14