Pepsi shares owned by Summit Wealth Group
Historical chart of Summit Wealth Group investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Summit Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $411k | 2.4k | 170.05 |
2024-06-30 | $399k | 2.4k | 165.08 |
2023-06-30 | $567k | 3.1k | 185.23 |
2023-03-31 | $3.0k | 558k | 0.01 |