TWM
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Tolleson Wealth Management’s PepsiCo PEP Stock Holding History

Tolleson 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
2023
Q3 		– Sell
-1,270
Closed -$235K – 80
2023
Q2 		$235K Buy
+1,270
New +$235K 0.06% 76