VANTAGE WEALTH PEP Holdings History
Number of Shares
120,733.00
Current Holdings Value*
$18.10 Mil
% of Portfolio
4.1%
Total Estimate Gain
$4.24 Mil
% of Total Estimate Gain
23.34%
VANTAGE WEALTH's PepsiCo Inc Holding Summary
As of 2025-03-31, VANTAGE WEALTH held 120,733.00 shares of PepsiCo Inc(PEP), totaling $18.10 Mil. This investment constitutes 4.1% of their stock portfolio, and VANTAGE WEALTH now holds 0.01% of the outstanding PepsiCo Inc(PEP) stock.
The initial trade took place in 2014Q1. And since then VANTAGE WEALTH has made 22 purchases of PEP, at an average price of $112.26, for a total of 161,805.00 shares. In addition, there have been 14 sales at an average price of $147.85 for 41,072.00 shares. Based on historical transaction data and PEP's current price of $135.26, VANTAGE WEALTH's estimated gain on his PEP holdings is $4.24 Mil, reflecting a 23.34% gain to date.
VANTAGE WEALTH PEP ($135.26) Holding Chart
VANTAGE WEALTH PEP ($135.26) 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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