JWM
Janiczek Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $291K | Sell |
1,766
-259
| -13% | -$42.7K | 0.06% | 133 |
|
|
2024
Q1 | $356K | Buy |
2,025
+14
| +0.7% | +$2.46K | 0.08% | 114 |
|
|
2023
Q4 | $343K | Sell |
2,011
-151
| -7% | -$25.8K | 0.08% | 98 |
|
|
2023
Q3 | $366K | Buy |
2,162
+116
| +6% | +$19.7K | 0.1% | 87 |
|
|
2023
Q2 | $379K | Buy |
2,046
+52
| +3% | +$9.63K | 0.1% | 72 |
|
|
2023
Q1 | $366K | Sell |
1,994
-376
| -16% | -$69K | 0.1% | 69 |
|
|
2022
Q4 | $417K | Buy |
2,370
+275
| +13% | +$48.3K | 0.12% | 60 |
|
|
2022
Q3 | $339K | Buy |
2,095
+73
| +4% | +$11.8K | 0.11% | 61 |
|
|
2022
Q2 | $354K | Buy |
2,022
+276
| +16% | +$48.3K | 0.11% | 59 |
|
|
2022
Q1 | $292K | Buy |
1,746
+1
| +0.1% | +$167 | 0.08% | 77 |
|
|
2021
Q4 | $303K | Buy |
1,745
+244
| +16% | +$42.4K | 0.09% | 74 |
|
|
2021
Q3 | $226K | Sell |
1,501
-24
| -2% | -$3.61K | 0.08% | 85 |
|
|
2021
Q2 | $226K | Sell |
1,525
-7
| -0.5% | -$1.04K | 0.08% | 72 |
|
|
2021
Q1 | $217K | Sell |
1,532
-105
| -6% | -$14.9K | 0.09% | 61 |
|
|
2020
Q4 | $243K | Buy |
1,637
+261
| +19% | +$38.7K | 0.12% | 47 |
|
|
2020
Q3 | $191K | Buy |
1,376
+609
| +79% | +$84.5K | 0.1% | 45 |
|
|
2020
Q2 | $101K | Buy |
767
+301
| +65% | +$39.6K | 0.06% | 55 |
|
|
2020
Q1 | $56K | Hold |
466
| – | – | 0.03% | 59 |
|
|
2019
Q4 | $64K | Buy |
466
+155
| +50% | +$21.3K | 0.03% | 61 |
|
|
2019
Q3 | $43K | Hold |
311
| – | – | 0.02% | 71 |
|
|
2019
Q2 | $41K | Hold |
311
| – | – | 0.02% | 74 |
|
|
2019
Q1 | $38K | Hold |
311
| – | – | 0.02% | 81 |
|
|
2018
Q4 | $34K | Hold |
311
| – | – | 0.02% | 85 |
|
|
2018
Q3 | $35K | Sell |
311
-10
| -3% | -$1.13K | 0.02% | 72 |
|
|
2018
Q2 | $35K | Buy |
+321
| New | +$35K | 0.02% | 76 |
|