Cascade Financial Partners, LLC PEP Holdings History
Cascade Financial Partners, LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 149,231.00 shares of PepsiCo Inc(PEP), totaling $22.38 Mil. This investment constitutes 2.82% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.01% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 1 purchases of PEP, at an average price of $167.60, for a total of 156,205.00 shares. In addition, there have been 3 sales at an average price of $171.12 for 6,974.00 shares. Based on historical transaction data and PEP's current price of $145.67, Cascade Financial Partners, LLC's estimated gain on his PEP holdings is $-3.25 Mil, reflecting a -12.41% gain to date.
Cascade Financial Partners, LLC PEP ($145.67) Holding Chart
Cascade Financial Partners, LLC PEP ($145.67) 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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