WIA
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Wetzel Investment Advisors’s PepsiCo PEP Stock Holding History

Wetzel Investment Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-233
Closed -$40.8K – 672
2024
Q2 		$40.8K Sell
233
-91
-28% -$15.9K 0.02% 259
2024
Q1 		$55.8K Hold
324
– – 0.03% 239
2023
Q4 		$55K Buy
+324
New +$55K 0.03% 242