CIC Wealth, LLC PEP Holdings History
Number of Shares
56,370.00
Current Holdings Value*
$9.59 Mil
% of Portfolio
2.48%
Total Estimate Gain
$-2.46 Mil
% of Total Estimate Gain
-21.41%
CIC Wealth, LLC's PepsiCo Inc Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 56,370.00 shares of PepsiCo Inc(PEP), totaling $9.59 Mil. This investment constitutes 2.48% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2022Q4. In addition, there have been 7 sales at an average price of $173.72 for 8,127.00 shares. Based on historical transaction data and PEP's current price of $135.35, CIC Wealth, LLC's estimated gain on his PEP holdings is $-2.46 Mil, reflecting a -21.41% gain to date.
CIC Wealth, LLC PEP ($135.35) Holding Chart
CIC Wealth, LLC PEP ($135.35) 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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