PLANNING DIRECTIONS INC PEP Holdings History
PLANNING DIRECTIONS INC's PepsiCo Inc Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 24,409.00 shares of PepsiCo Inc(PEP), totaling $3.66 Mil. This investment constitutes 1.56% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2019Q1. And since then PLANNING DIRECTIONS INC has made 16 purchases of PEP, at an average price of $144.61, for a total of 27,926.00 shares. In addition, there have been 8 sales at an average price of $147.91 for 3,517.00 shares. Based on historical transaction data and PEP's current price of $131.04, PLANNING DIRECTIONS INC's estimated gain on his PEP holdings is $-319,748.67, reflecting a -7.92% gain to date.
PLANNING DIRECTIONS INC PEP ($131.04) Holding Chart
PLANNING DIRECTIONS INC PEP ($131.04) 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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