Philip James Wealth Mangement, LLC PEP Holdings History
Philip James Wealth Mangement, LLC's PepsiCo Inc Holding Summary
As of 2025-06-30, Philip James Wealth Mangement, LLC held 80,008.00 shares of PepsiCo Inc(PEP), totaling $10.56 Mil. This investment constitutes 1.35% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.01% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2023Q4. And since then Philip James Wealth Mangement, LLC has made 3 purchases of PEP, at an average price of $142.56, for a total of 82,176.00 shares. In addition, there have been 2 sales at an average price of $167.65 for 2,168.00 shares. Based on historical transaction data and PEP's current price of $146.04, Philip James Wealth Mangement, LLC's estimated gain on his PEP holdings is $332,569.57, reflecting a 2.84% gain to date.
Philip James Wealth Mangement, LLC PEP ($146.04) Holding Chart
Philip James Wealth Mangement, LLC PEP ($146.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
