Number of Shares
36,668.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
1.46%
Total Estimate Gain
$-369,877.99
% of Total Estimate Gain
-5.56%

Wealth Advisory Solutions, LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, Wealth Advisory Solutions, LLC held 36,668.00 shares of PepsiCo Inc(PEP), totaling $5.50 Mil. This investment constitutes 1.46% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 8 purchases of PEP, at an average price of $148.18, for a total of 44,888.00 shares. In addition, there have been 8 sales at an average price of $160.82 for 8,220.00 shares. Based on historical transaction data and PEP's current price of $135.26, Wealth Advisory Solutions, LLC's estimated gain on his PEP holdings is $-369,877.99, reflecting a -5.56% gain to date.

Wealth Advisory Solutions, LLC PEP ($135.26) Holding Chart

Wealth Advisory Solutions, LLC 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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