OPWM
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Oregon Pacific Wealth Management’s PepsiCo PEP Stock Holding History

Oregon Pacific 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
2025
Q2 		– Sell
-1,820
Closed -$273K – 133
2025
Q1 		$273K Buy
1,820
+14
+0.8% +$2.1K 0.27% 96
2024
Q4 		$275K Buy
+1,806
New +$275K 0.27% 99