Windle Wealth, LLC PEP Holdings History

Number of Shares
49,176.00
Current Holdings Value*
$7.37 Mil
% of Portfolio
3.8%
Total Estimate Gain
$-1.43 Mil
% of Total Estimate Gain
-16.87%

Windle Wealth, LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, Windle Wealth, LLC held 49,176.00 shares of PepsiCo Inc(PEP), totaling $7.37 Mil. This investment constitutes 3.8% of their stock portfolio, and Windle Wealth, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 9 purchases of PEP, at an average price of $172.30, for a total of 49,176.00 shares. Based on historical transaction data and PEP's current price of $143.24, Windle Wealth, LLC's estimated gain on his PEP holdings is $-1.43 Mil, reflecting a -16.87% gain to date.

Windle Wealth, LLC PEP ($143.24) Holding Chart

Windle Wealth, 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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