Pepsi shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $240k | 1.4k | 175.07 |
2023-12-31 | $306k | 1.8k | 169.86 |
2023-09-30 | $397k | 2.3k | 169.41 |
2023-06-30 | $411k | 2.2k | 185.23 |
2023-03-31 | $432k | 2.4k | 182.32 |
2022-12-31 | $489k | 2.7k | 180.65 |
2022-09-30 | $458k | 2.8k | 161.78 |
2022-06-30 | $569k | 3.4k | 166.52 |
2022-03-31 | $655k | 3.9k | 167.26 |
2021-12-31 | $712k | 4.1k | 173.62 |
2021-09-30 | $539k | 3.6k | 150.39 |
2021-06-30 | $488k | 3.3k | 148.10 |
2021-03-31 | $499k | 3.5k | 141.44 |
2020-12-31 | $442k | 3.0k | 148.27 |
More positions owned by Morris Retirement Advisors
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