Number of Shares
2,075.00
Current Holdings Value*
$274,040.00
% of Portfolio
0.1%
Total Estimate Gain
$-113,497.73
% of Total Estimate Gain
-5.04%

Global Financial Private Client, LLC's PepsiCo Inc Holding Summary

As of 2025-06-30, Global Financial Private Client, LLC held 2,075.00 shares of PepsiCo Inc(PEP), totaling $274,040.00. This investment constitutes 0.1% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 19 purchases of PEP, at an average price of $152.51, for a total of 14,772.00 shares. In addition, there have been 3 sales at an average price of $145.09 for 12,697.00 shares. Based on historical transaction data and PEP's current price of $143.24, Global Financial Private Client, LLC's estimated gain on his PEP holdings is $-113,497.73, reflecting a -5.04% gain to date.

Global Financial Private Client, LLC PEP ($143.24) Holding Chart

Global Financial Private Client, LLC PEP ($143.24) 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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