Number of Shares
24,168.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
1.41%
Total Estimate Gain
$-328,981.78
% of Total Estimate Gain
-9.02%

Signature Wealth Management Group's PepsiCo Inc Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 24,168.00 shares of PepsiCo Inc(PEP), totaling $3.62 Mil. This investment constitutes 1.41% of their stock portfolio, and Signature Wealth Management Group now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2018Q2. And since then Signature Wealth Management Group has made 1 purchases of PEP, at an average price of $147.96, for a total of 24,647.00 shares. In addition, there have been 2 sales at an average price of $112.81 for 479.00 shares. Based on historical transaction data and PEP's current price of $135.04, Signature Wealth Management Group's estimated gain on his PEP holdings is $-328,981.78, reflecting a -9.02% gain to date.

Signature Wealth Management Group PEP ($135.04) Holding Chart

Signature Wealth Management Group PEP ($135.04) 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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