Number of Shares
64,934.00
Current Holdings Value*
$9.74 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-1.84 Mil
% of Total Estimate Gain
-16.52%

Watts Gwilliam & Co., LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, Watts Gwilliam & Co., LLC held 64,934.00 shares of PepsiCo Inc(PEP), totaling $9.74 Mil. This investment constitutes 2.11% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 2 purchases of PEP, at an average price of $171.60, for a total of 65,038.00 shares. In addition, there have been 1 sales at an average price of $148.84 for 104.00 shares. Based on historical transaction data and PEP's current price of $143.24, Watts Gwilliam & Co., LLC's estimated gain on his PEP holdings is $-1.84 Mil, reflecting a -16.52% gain to date.

Watts Gwilliam & Co., LLC PEP ($143.24) Holding Chart

Watts Gwilliam & Co., LLC PEP ($143.24) 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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