Park Square Financial Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
800
-19
-2% -$2.51K 0.08% 188
2025
Q1
$123K Sell
819
-233
-22% -$34.9K 0.1% 148
2024
Q4
$160K Buy
+1,052
New +$160K 0.11% 118