GRAYBILL WEALTH MANAGEMENT, LTD. PEP Holdings History
GRAYBILL WEALTH MANAGEMENT, LTD.'s PepsiCo Inc Holding Summary
As of 2025-03-31, GRAYBILL WEALTH MANAGEMENT, LTD. held 24,228.00 shares of PepsiCo Inc(PEP), totaling $3.63 Mil. This investment constitutes 1.25% of their stock portfolio, and GRAYBILL WEALTH MANAGEMENT, LTD. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2021Q1. And since then GRAYBILL WEALTH MANAGEMENT, LTD. has made 11 purchases of PEP, at an average price of $141.84, for a total of 29,592.00 shares. In addition, there have been 5 sales at an average price of $168.53 for 5,364.00 shares. Based on historical transaction data and PEP's current price of $135.26, GRAYBILL WEALTH MANAGEMENT, LTD.'s estimated gain on his PEP holdings is $-16,205.01, reflecting a -0.39% gain to date.
GRAYBILL WEALTH MANAGEMENT, LTD. PEP ($135.26) Holding Chart
GRAYBILL WEALTH MANAGEMENT, LTD. PEP ($135.26) 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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