MARK SHEPTOFF FINANCIAL PLANNING, LLC PEP Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 44,864.00 shares of PepsiCo Inc(PEP), totaling $6.73 Mil. This investment constitutes 3.71% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 12 purchases of PEP, at an average price of $86.99, for a total of 66,883.00 shares. In addition, there have been 23 sales at an average price of $143.22 for 22,019.00 shares. Based on historical transaction data and PEP's current price of $145.44, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his PEP holdings is $3.86 Mil, reflecting a 66.34% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC PEP ($145.44) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC PEP ($145.44) 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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