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Whipplewood Advisors’s PepsiCo PEP Stock Holding History

Whipplewood 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
2025
Q2 		$49.1K Sell
372
-45
-11% -$5.94K 0.03% 318
2025
Q1 		$64K Sell
417
-42
-9% -$6.45K 0.04% 272
2024
Q4 		$69.8K Buy
+459
New +$69.8K 0.04% 266