Optimist Retirement Group LLC PEP Holdings History
Number of Shares
14,579.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
1.09%
Total Estimate Gain
$-49,421.35
% of Total Estimate Gain
-2.28%
Optimist Retirement Group LLC's PepsiCo Inc Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 14,579.00 shares of PepsiCo Inc(PEP), totaling $2.19 Mil. This investment constitutes 1.09% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2025Q1. And since then Optimist Retirement Group LLC has made 1 purchases of PEP, at an average price of $148.84, for a total of 14,579.00 shares. Based on historical transaction data and PEP's current price of $145.45, Optimist Retirement Group LLC's estimated gain on his PEP holdings is $-49,421.35, reflecting a -2.28% gain to date.
Optimist Retirement Group LLC PEP ($145.45) Holding Chart
Optimist Retirement Group LLC PEP ($145.45) 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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