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Roxbury Financial’s PepsiCo PEP Stock Holding History

Roxbury Financial’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 		$170K Sell
1,285
-545
-30% -$72K 0.17% 98
2025
Q1 		$281K Sell
1,830
-81
-4% -$12.4K 0.27% 70
2024
Q4 		$313K Buy
+1,911
New +$313K 0.3% 67