Alpha Family Trust PEP Holdings History

Number of Shares
7,740.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
0.68%
Total Estimate Gain
$-99,957.90
% of Total Estimate Gain
-2.97%

Alpha Family Trust's PepsiCo Inc Holding Summary

As of 2025-03-31, Alpha Family Trust held 7,740.00 shares of PepsiCo Inc(PEP), totaling $1.16 Mil. This investment constitutes 0.68% of their stock portfolio, and Alpha Family Trust now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2022Q2. And since then Alpha Family Trust has made 6 purchases of PEP, at an average price of $164.46, for a total of 20,465.00 shares. In addition, there have been 5 sales at an average price of $169.51 for 12,725.00 shares. Based on historical transaction data and PEP's current price of $143.24, Alpha Family Trust's estimated gain on his PEP holdings is $-99,957.90, reflecting a -2.97% gain to date.

Alpha Family Trust PEP ($143.24) Holding Chart

Alpha Family Trust 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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