Partners in Financial Planning’s PepsiCo PEP Stock Holding History

Partners in Financial Planning’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$213K	Hold
2024 Q3	$238K	Hold
2024 Q2	$231K	Hold
2024 Q1	$245K	Hold
2023 Q4	$238K	Hold
2023 Q3	$237K	Buy