Safir Wealth Advisors, LLC PEP Holdings History
Safir Wealth Advisors, LLC's PepsiCo Inc Holding Summary
As of 2025-06-30, Safir Wealth Advisors, LLC held - shares of PepsiCo Inc(PEP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 3 purchases of PEP, at an average price of $155.90, for a total of 5,571.00 shares. In addition, there have been 6 sales at an average price of $153.74 for 5,571.00 shares. Based on historical transaction data and PEP's current price of $144.51, Safir Wealth Advisors, LLC's estimated gain on his PEP holdings is $-12,043.99, reflecting a -1.39% gain to date.
Safir Wealth Advisors, LLC PEP ($144.51) Holding Chart
Safir Wealth Advisors, LLC 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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