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Trace Wealth Advisors’s PepsiCo PEP Stock Holding History

Trace 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 		$334K Hold
2,531
– – 0.27% 45
2025
Q1 		$379K Buy
2,531
+80
+3% +$12K 0.34% 39
2024
Q4 		$373K Buy
+2,451
New +$373K 0.33% 41