Pepsi shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $591k | 3.4k | 174.99 |
| 2023-12-31 | $573k | 3.4k | 169.82 |
| 2023-09-30 | $575k | 3.4k | 169.43 |
| 2023-06-30 | $628k | 3.4k | 185.22 |
| 2023-03-31 | $618k | 3.4k | 182.31 |
| 2022-12-31 | $651k | 3.6k | 180.66 |
| 2022-09-30 | $597k | 3.7k | 163.38 |
| 2022-06-30 | $592k | 3.6k | 166.76 |
| 2022-03-31 | $572k | 3.4k | 167.25 |
| 2021-12-31 | $594k | 3.4k | 173.68 |
| 2021-09-30 | $512k | 3.4k | 150.41 |
| 2021-06-30 | $504k | 3.4k | 148.06 |
| 2021-03-31 | $486k | 3.4k | 141.53 |
| 2020-12-31 | $517k | 3.5k | 148.27 |
| 2020-09-30 | $515k | 3.7k | 138.55 |
| 2020-06-30 | $479k | 3.6k | 132.14 |
| 2020-03-31 | $434k | 3.6k | 120.02 |
| 2019-12-31 | $560k | 560 | 1000.00 |
| 2019-09-30 | $562k | 4.1k | 137.11 |
| 2019-06-30 | $808k | 6.2k | 131.06 |
| 2019-03-31 | $711k | 5.8k | 122.71 |
| 2017-06-30 | $534k | 4.6k | 115.53 |
More positions owned by Institute For Wealth Management
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