Number of Shares
41,235.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
1.39%
Total Estimate Gain
$-1.23 Mil
% of Total Estimate Gain
-17.48%

Financial Strategies Group, Inc.'s PepsiCo Inc Holding Summary

As of 2025-03-31, Financial Strategies Group, Inc. held 41,235.00 shares of PepsiCo Inc(PEP), totaling $5.89 Mil. This investment constitutes 1.39% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2021Q1. And since then Financial Strategies Group, Inc. has made 16 purchases of PEP, at an average price of $164.23, for a total of 42,808.00 shares. In addition, there have been 1 sales at an average price of $163.72 for 1,573.00 shares. Based on historical transaction data and PEP's current price of $134.45, Financial Strategies Group, Inc.'s estimated gain on his PEP holdings is $-1.23 Mil, reflecting a -17.48% gain to date.

Financial Strategies Group, Inc. PEP ($134.45) Holding Chart

Financial Strategies Group, Inc. PEP ($134.45) 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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