WWA
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Wingate Wealth Advisors’s PepsiCo PEP Stock Holding History

Wingate Wealth Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
2,428
+89
+4% +$11.8K 0.29% 81
2025
Q1 		$351K Sell
2,339
-427
-15% -$64K 0.4% 65
2024
Q4 		$421K Buy
+2,766
New +$421K 0.41% 65