PFA
PEP icon

Peak Financial Advisors’s PepsiCo PEP Stock Holding History

Peak Financial Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,739
Closed -$1.43M – 69
2023
Q2 		$1.43M Buy
+7,739
New +$1.43M 1.13% 35