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Phillips Financial Management’s PepsiCo PEP Stock Holding History

Phillips Financial 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
2024
Q4 		– Sell
-1,350
Closed -$230K – 271
2024
Q3 		$230K Sell
1,350
-96
-7% -$16.3K 0.02% 172
2024
Q2 		$238K Buy
1,446
+146
+11% +$24.1K 0.02% 168
2024
Q1 		$228K Buy
+1,300
New +$228K 0.02% 167