JNBA Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $708K | Sell |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $771K | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $737K | Sell |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $601K | Hold |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $472K | Hold |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $423K | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $475K | Sell |
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|
2019
Q2 | $457K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $379K | Sell |
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|
2018
Q3 | $546K | Buy |
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|
2018
Q2 | $489K | Hold |
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|
2018
Q1 | $490K | Sell |
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|
2017
Q4 | $553K | Hold |
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|
2017
Q3 | $514K | Hold |
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|
2017
Q2 | $532K | Sell |
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|
2017
Q1 | $516K | Buy |
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|
2016
Q4 | $478K | Sell |
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|
2016
Q3 | $1.81M | Buy |
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|
2016
Q2 | $469K | Buy |
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|
2016
Q1 | $447K | Sell |
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|
2015
Q4 | $460K | Sell |
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|
2015
Q3 | $444K | Sell |
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|
2015
Q2 | $455K | Sell |
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|
2015
Q1 | $476K | Sell |
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|
2014
Q4 | $475K | Sell |
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|
2014
Q3 | $484K | Buy |
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|
2014
Q2 | $447K | Hold |
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|
2014
Q1 | $417K | Hold |
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|
2013
Q4 | $415K | Buy |
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|
2013
Q3 | $385K | Hold |
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|
2013
Q2 | $396K | Buy |
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