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SWMG LLC’s PepsiCo PEP Stock Holding History

SWMG LLC’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 		– Sell
-2,407
Closed -$356K – 120
2024
Q4 		$356K Sell
2,407
-8
-0.3% -$1.19K 0.14% 90
2024
Q3 		$398K Buy
+2,415
New +$398K 0.16% 85