1919 Socially Responsive Balanced Fund PEP Holdings History
1919 Socially Responsive Balanced Fund's PepsiCo Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 45,532.00 shares of PepsiCo Inc(PEP), totaling $7.73 Mil. This investment constitutes 1.51% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 7 purchases of PEP, at an average price of $143.66, for a total of 70,636.00 shares. In addition, there have been 4 sales at an average price of $170.99 for 25,104.00 shares. Based on historical transaction data and PEP's current price of $145.57, 1919 Socially Responsive Balanced Fund's estimated gain on his PEP holdings is $772,617.19, reflecting a 7.61% gain to date.
1919 Socially Responsive Balanced Fund PEP ($145.57) Holding Chart
1919 Socially Responsive Balanced Fund PEP ($145.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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