Buttonwood Financial Advisors Inc. PEP Holdings History
Buttonwood Financial Advisors Inc.'s PepsiCo Inc Holding Summary
As of 2025-06-30, Buttonwood Financial Advisors Inc. held 10,781.00 shares of PepsiCo Inc(PEP), totaling $1.42 Mil. This investment constitutes 0.57% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2022Q1. And since then Buttonwood Financial Advisors Inc. has made 9 purchases of PEP, at an average price of $161.11, for a total of 12,598.00 shares. In addition, there have been 5 sales at an average price of $175.00 for 1,817.00 shares. Based on historical transaction data and PEP's current price of $143.24, Buttonwood Financial Advisors Inc.'s estimated gain on his PEP holdings is $-167,413.92, reflecting a -8.25% gain to date.
Buttonwood Financial Advisors Inc. PEP ($143.24) Holding Chart
Buttonwood Financial Advisors 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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