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TCFG Wealth Management’s PepsiCo PEP Stock Holding History

TCFG Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$550K Sell
4,164
-16
-0.4% -$2.11K 0.25% 110
2025
Q1 		$627K Buy
4,180
+2,242
+116% +$336K 0.31% 82
2024
Q4 		$295K Buy
1,938
+66
+4% +$10K 0.15% 168
2024
Q3 		$318K Buy
+1,872
New +$318K 0.16% 146