JPWM
Jamison Private Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
12,430
+1,084
| +10% | +$143K | 0.24% | 86 |
|
|
2025
Q1 | $1.7M | Buy |
11,346
+257
| +2% | +$38.5K | 0.26% | 88 |
|
|
2024
Q4 | $1.69M | Buy |
11,089
+1,667
| +18% | +$253K | 0.25% | 90 |
|
|
2024
Q3 | $1.6M | Buy |
9,422
+1,683
| +22% | +$286K | 0.24% | 88 |
|
|
2024
Q2 | $1.28M | Buy |
7,739
+1,118
| +17% | +$184K | 0.21% | 91 |
|
|
2024
Q1 | $1.16M | Buy |
6,621
+774
| +13% | +$135K | 0.2% | 91 |
|
|
2023
Q4 | $993K | Sell |
5,847
-573
| -9% | -$97.3K | 0.19% | 96 |
|
|
2023
Q3 | $1.09M | Buy |
+6,420
| New | +$1.09M | 0.22% | 86 |
|