PETERSON WEALTH MANAGEMENT PEP Holdings History
PETERSON WEALTH MANAGEMENT's PepsiCo Inc Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 20,348.00 shares of PepsiCo Inc(PEP), totaling $3.05 Mil. This investment constitutes 2.05% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 12 purchases of PEP, at an average price of $147.27, for a total of 43,219.00 shares. In addition, there have been 9 sales at an average price of $150.81 for 22,871.00 shares. Based on historical transaction data and PEP's current price of $144.51, PETERSON WEALTH MANAGEMENT's estimated gain on his PEP holdings is $24,834.44, reflecting a 0.39% gain to date.
PETERSON WEALTH MANAGEMENT PEP ($144.51) Holding Chart
PETERSON WEALTH MANAGEMENT PEP ($144.51) 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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