Pepsi shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $260k | 1.5k | 175.00 |
| 2023-12-31 | $239k | 1.4k | 169.86 |
| 2023-09-30 | $239k | 1.4k | 169.46 |
| 2023-06-30 | $297k | 1.6k | 185.23 |
| 2023-03-31 | $292k | 1.6k | 182.30 |
| 2022-12-31 | $325k | 1.8k | 180.66 |
| 2022-09-30 | $308k | 1.9k | 163.22 |
| 2022-06-30 | $290k | 1.7k | 166.86 |
| 2022-03-31 | $208k | 1.2k | 167.20 |
| 2021-12-31 | $216k | 1.2k | 173.91 |
| 2021-06-30 | $212k | 1.4k | 148.15 |