Vantage Financial Partners (Wisconsin)’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,372
Closed -$206K 207
2025
Q1
$206K Buy
1,372
+47
+4% +$7.05K 0.05% 182
2024
Q4
$202K Buy
+1,325
New +$202K 0.05% 172