Pepsi shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $238k | 1.4k | 170.05 |
| 2024-06-30 | $244k | 1.5k | 164.93 |
| 2024-03-31 | $380k | 2.2k | 175.01 |
| 2023-12-31 | $381k | 2.2k | 169.83 |
| 2023-09-30 | $370k | 2.2k | 169.43 |
| 2023-06-30 | $413k | 2.2k | 185.19 |
| 2023-03-31 | $419k | 2.3k | 182.29 |
| 2022-12-31 | $248k | 1.4k | 180.66 |
| 2021-12-31 | $138k | 796 | 173.37 |