CM WEALTH ADVISORS LLC PEP Holdings History
CM WEALTH ADVISORS LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 3,479.00 shares of PepsiCo Inc(PEP), totaling $521,640.00. This investment constitutes 0.17% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 1 purchases of PEP, at an average price of $171.86, for a total of 19,511.00 shares. In addition, there have been 4 sales at an average price of $177.68 for 16,032.00 shares. Based on historical transaction data and PEP's current price of $144.51, CM WEALTH ADVISORS LLC's estimated gain on his PEP holdings is $-1,904.86, reflecting a -0.06% gain to date.
CM WEALTH ADVISORS LLC PEP ($144.51) Holding Chart
CM WEALTH ADVISORS LLC PEP ($144.51) 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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