Intelligent Financial Strategies PEP Holdings History
Intelligent Financial Strategies's PepsiCo Inc Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 2,595.00 shares of PepsiCo Inc(PEP), totaling $389,070.00. This investment constitutes 0.2% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 4 purchases of PEP, at an average price of $165.87, for a total of 4,488.00 shares. In addition, there have been 7 sales at an average price of $161.81 for 1,893.00 shares. Based on historical transaction data and PEP's current price of $129.09, Intelligent Financial Strategies's estimated gain on his PEP holdings is $-103,128.65, reflecting a -13.85% gain to date.
Intelligent Financial Strategies PEP ($129.09) Holding Chart
Intelligent Financial Strategies PEP ($129.09) 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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