PWM
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Pines Wealth Management’s PepsiCo PEP Stock Holding History

Pines 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 		$568K Buy
4,192
+39
+0.9% +$5.28K 0.2% 120
2025
Q1 		$583K Buy
4,153
+671
+19% +$94.1K 0.27% 94
2024
Q4 		$497K Buy
+3,482
New +$497K 0.22% 116