Aevitas Wealth Management, Inc. PEP Holdings History
Aevitas Wealth Management, Inc.'s PepsiCo Inc Holding Summary
As of 2022-12-31, Aevitas Wealth Management, Inc. held 32,233.00 shares of PepsiCo Inc(PEP), totaling $5.82 Mil. This investment constitutes 3.45% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2018Q2. And since then Aevitas Wealth Management, Inc. has made 12 purchases of PEP, at an average price of $110.05, for a total of 37,560.00 shares. In addition, there have been 6 sales at an average price of $149.03 for 5,327.00 shares. Based on historical transaction data and PEP's current price of $143.24, Aevitas Wealth Management, Inc.'s estimated gain on his PEP holdings is $1.28 Mil, reflecting a 30.91% gain to date.
Aevitas Wealth Management, Inc. PEP ($143.24) Holding Chart
Aevitas Wealth Management, Inc. PEP ($143.24) 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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