Sard Wealth Management Group’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,272	Closed	-$216K	–	47
2024 Q3	$216K	Buy	1,272 +9	+0.7%	+$1.53K	0.14%	43
2024 Q2	$208K	Buy	1,263 +19	+2%	+$3.13K	0.15%	41
2024 Q1	$218K	Buy	1,244 +26	+2%	+$4.55K	0.2%	40
2023 Q4	$207K	Buy	+1,218	New	+$207K	0.21%	39