1919 Variable Socially Responsive Balanced Fund PEP Holdings History
1919 Variable Socially Responsive Balanced Fund's PepsiCo Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 2,238.00 shares of PepsiCo Inc(PEP), totaling $380,100.00. This investment constitutes 1.5% 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 Variable Socially Responsive Balanced Fund has made 2 purchases of PEP, at an average price of $137.61, for a total of 4,953.00 shares. In addition, there have been 9 sales at an average price of $157.19 for 2,715.00 shares. Based on historical transaction data and PEP's current price of $135.97, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his PEP holdings is $49,487.17, reflecting a 7.26% gain to date.
1919 Variable Socially Responsive Balanced Fund PEP ($135.97) Holding Chart
1919 Variable Socially Responsive Balanced Fund PEP ($135.97) 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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