Wescott Financial Advisory Group’s PepsiCo PEP Stock Holding History

Wescott Financial Advisory Group’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$371K	Buy
2025 Q2	$290K	Sell
2025 Q1	$348K	Sell
2024 Q4	$364K	Sell
2024 Q3	$423K	Buy
2024 Q2	$408K	Buy
2024 Q1	$306K	Buy
2023 Q4	$270K	Sell
2023 Q3	$290K	Sell
2023 Q2	$396K	Buy