Sterling Financial Planning, Inc.'s ownership history for PEP

Sterling Financial Planning, Inc. currently holds 3.2K shares with a market value of $445.5K. It started holding PEP on 2024-09-30. At its peak, it held 3.3K shares on 2025-03-31. Its highest holding value was $492.1K on 2025-03-31. At its lowest, it held 2.7K shares on 2024-09-30, with a value of $418.6K on 2025-06-30. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 110. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 487.