Number of Shares
801.00
Current Holdings Value*
$136,210.00
% of Portfolio
4.13%
Total Estimate Gain
$-460,619.85
% of Total Estimate Gain
-3.30%

SYSTM Wealth Solutions LLC's PepsiCo Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 801.00 shares of PepsiCo Inc(PEP), totaling $136,210.00. This investment constitutes 4.13% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 2 purchases of PEP, at an average price of $177.67, for a total of 78,540.00 shares. In addition, there have been 5 sales at an average price of $172.18 for 77,739.00 shares. Based on historical transaction data and PEP's current price of $135.57, SYSTM Wealth Solutions LLC's estimated gain on his PEP holdings is $-460,619.85, reflecting a -3.30% gain to date.

SYSTM Wealth Solutions LLC PEP ($135.57) Holding Chart

SYSTM Wealth Solutions LLC PEP ($135.57) 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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