SWA
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Strategies Wealth Advisors’s PepsiCo PEP Stock Holding History

Strategies 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 		$304K Buy
2,300
+21
+0.9% +$2.77K 0.03% 141
2025
Q1 		$342K Buy
+2,279
New +$342K 0.04% 127