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Shum Financial Group’s PepsiCo PEP Stock Holding History

Shum Financial Group’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
Q1 		$924K Buy
6,163
+60
+1% +$9K 0.8% 41
2024
Q4 		$928K Sell
6,103
-275
-4% -$41.8K 0.8% 41
2024
Q3 		$1.07M Buy
+6,378
New +$1.07M 0.89% 37