Bogart Wealth, LLC PEP Holdings History
Bogart Wealth, LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 3,457.00 shares of PepsiCo Inc(PEP), totaling $518,400.00. This investment constitutes 0.02% of their stock portfolio, and Bogart Wealth, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2018Q2. And since then Bogart Wealth, LLC has made 18 purchases of PEP, at an average price of $154.13, for a total of 77,757.00 shares. In addition, there have been 7 sales at an average price of $153.25 for 74,300.00 shares. Based on historical transaction data and PEP's current price of $143.24, Bogart Wealth, LLC's estimated gain on his PEP holdings is $-103,532.53, reflecting a -0.86% gain to date.
Bogart Wealth, LLC PEP ($143.24) Holding Chart
Bogart Wealth, LLC 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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