SWM
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Shelton Wealth Management’s PepsiCo PEP Stock Holding History

Shelton 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 		– Sell
-167
Closed -$25K – 135
2025
Q1 		$25K Hold
167
– – 0.01% 114
2024
Q4 		$25.4K Buy
+167
New +$25.4K 0.01% 118