Nicholson Wealth Management Group, LLC PEP Holdings History
Number of Shares
15,193.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
1.5%
Total Estimate Gain
$-392,143.04
% of Total Estimate Gain
-15.27%
Nicholson Wealth Management Group, LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 15,193.00 shares of PepsiCo Inc(PEP), totaling $2.28 Mil. This investment constitutes 1.5% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 2 purchases of PEP, at an average price of $169.05, for a total of 15,193.00 shares. Based on historical transaction data and PEP's current price of $143.24, Nicholson Wealth Management Group, LLC's estimated gain on his PEP holdings is $-392,143.04, reflecting a -15.27% gain to date.
Nicholson Wealth Management Group, LLC PEP ($143.24) Holding Chart
Nicholson Wealth Management Group, 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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