Pepsi shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Pepsi
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All positions including Pepsi held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Primoris Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 4.7k | 215.01 |
2024-06-30 | $656k | 4.0k | 164.93 |
2024-03-31 | $1.4M | 7.8k | 175.01 |
2023-12-31 | $1.6M | 9.2k | 169.84 |