Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
PEP holding history
PepsiCo Inc in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PEP overviewAll 13F holders of PEPFull Q4 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −6,090−100.0% | Sold out | Holders |
| Q2 2024 | 6,090 | $1.00M | 0.1% | −4,352−41.7% | Reduced | Holders |
| Q1 2024 | 10,442 | $1.83M | 0.3% | −147−1.4% | Reduced | Holders |
| Q4 2023 | 10,589 | $1.80M | 0.3% | +122+1.2% | Added | Holders |
| Q3 2023 | 10,467 | $1.77M | 0.3% | −223−2.1% | Reduced | Holders |
| Q2 2023 | 10,690 | $1.98M | 0.4% | −72−0.7% | Reduced | Holders |
| Q1 2023 | 10,762 | $1.96M | 0.4% | −77−0.7% | Reduced | Holders |
| Q4 2022 | 10,839 | $1.96M | 0.4% | +44+0.4% | Added | Holders |
| Q3 2022 | 10,795 | $1.76M | 0.4% | +139+1.3% | Added | Holders |
| Q2 2022 | 10,656 | $1.78M | 0.4% | +4,443+71.5% | Added | Holders |
| Q1 2022 | 6,213 | $1.04M | 0.2% | +6,213 | New | Holders |