Pepsi shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $621k | 3.7k | 169.84 |
2023-09-30 | $567k | 3.3k | 169.44 |
2023-06-30 | $620k | 3.3k | 185.22 |
2023-03-31 | $610k | 3.3k | 182.30 |
2022-12-31 | $605k | 3.3k | 180.66 |
2022-09-30 | $601k | 3.7k | 163.23 |
2022-06-30 | $611k | 3.7k | 166.58 |
2022-03-31 | $614k | 3.7k | 167.39 |
2021-12-31 | $637k | 3.7k | 173.66 |
2021-09-30 | $272k | 1.8k | 150.36 |
2021-06-30 | $268k | 1.8k | 148.15 |
2020-12-31 | $335k | 2.3k | 148.16 |