JWM
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JFG Wealth Management’s PepsiCo PEP Stock Holding History

JFG Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,200
Closed -$382K – 55
2021
Q4 		$382K Sell
2,200
-71
-3% -$12.3K 0.14% 25
2021
Q3 		$341K Hold
2,271
– – 0.16% 30
2021
Q2 		$336K Buy
+2,271
New +$336K 0.15% 32