UP Strategic Wealth Investment Advisors’s PepsiCo PEP Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio PEP Stock Details PEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$402K	Sell
2025 Q1	$650K	Buy
2024 Q4	$462K	Sell
2024 Q3	$564K	Buy
2024 Q2	$491K	Buy
2024 Q1	$516K	Hold
2023 Q4	$501K	Buy