JWM
Jeppson Wealth Management’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,086
| Closed | -$243K | – | 213 |
|
|
2025
Q1 | $243K | Sell |
6,086
-6,875
| -53% | -$274K | 0.09% | 177 |
|
|
2024
Q4 | $543K | Buy |
12,961
+24
| +0.2% | +$1.01K | 0.2% | 117 |
|
|
2024
Q3 | $633K | Sell |
12,937
-30
| -0.2% | -$1.47K | 0.23% | 102 |
|
|
2024
Q2 | $586K | Sell |
12,967
-1,134
| -8% | -$51.2K | 0.22% | 100 |
|
|
2024
Q1 | $627K | Sell |
14,101
-230
| -2% | -$10.2K | 0.24% | 98 |
|
|
2023
Q4 | $620K | Sell |
14,331
-953
| -6% | -$41.2K | 0.26% | 95 |
|
|
2023
Q3 | $628K | Buy |
15,284
+1,570
| +11% | +$64.5K | 0.29% | 90 |
|
|
2023
Q2 | $627K | Buy |
13,714
+555
| +4% | +$25.4K | 0.27% | 91 |
|
|
2023
Q1 | $723K | Sell |
13,159
-50
| -0.4% | -$2.75K | 0.32% | 78 |
|
|
2022
Q4 | $750K | Sell |
13,209
-5
| -0% | -$284 | 0.32% | 72 |
|
|
2022
Q3 | $623K | Sell |
13,214
-100
| -0.8% | -$4.72K | 0.28% | 84 |
|
|
2022
Q2 | $640K | Buy |
13,314
+210
| +2% | +$10.1K | 0.28% | 84 |
|
|
2022
Q1 | $584K | Buy |
13,104
+135
| +1% | +$6.02K | 0.27% | 87 |
|
|
2021
Q4 | $564K | Sell |
12,969
-1,710
| -12% | -$74.4K | 0.27% | 82 |
|
|
2021
Q3 | $613K | Buy |
14,679
+7,380
| +101% | +$308K | 0.32% | 69 |
|
|
2021
Q2 | $332K | Buy |
+7,299
| New | +$332K | 0.18% | 100 |
|