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Roberts Wealth Advisors’s PepsiCo PEP Stock Holding History

Roberts Wealth Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
1,889
-166
-8% -$21.9K 0.07% 91
2025
Q1 		$308K Hold
2,055
– – 0.1% 89
2024
Q4 		$298K Buy
+2,055
New +$298K 0.09% 88