JFA
JNBA Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
3,877
| – | – | 0.05% | 132 |
|
|
2025
Q1 | $581K | Sell |
3,877
-269
| -6% | -$40.3K | 0.06% | 123 |
|
|
2024
Q4 | $630K | Sell |
4,146
-22
| -0.5% | -$3.35K | 0.06% | 116 |
|
|
2024
Q3 | $709K | Buy |
4,168
+140
| +3% | +$23.8K | 0.07% | 109 |
|
|
2024
Q2 | $664K | Sell |
4,028
-15
| -0.4% | -$2.47K | 0.07% | 114 |
|
|
2024
Q1 | $708K | Sell |
4,043
-87
| -2% | -$15.2K | 0.07% | 117 |
|
|
2023
Q4 | $701K | Sell |
4,130
-114
| -3% | -$19.4K | 0.08% | 115 |
|
|
2023
Q3 | $719K | Buy |
4,244
+10
| +0.2% | +$1.69K | 0.09% | 110 |
|
|
2023
Q2 | $784K | Buy |
4,234
+7
| +0.2% | +$1.3K | 0.09% | 111 |
|
|
2023
Q1 | $771K | Sell |
4,227
-52
| -1% | -$9.48K | 0.1% | 111 |
|
|
2022
Q4 | $773K | Sell |
4,279
-233
| -5% | -$42.1K | 0.11% | 108 |
|
|
2022
Q3 | $737K | Sell |
4,512
-9
| -0.2% | -$1.47K | 0.11% | 105 |
|
|
2022
Q2 | $753K | Buy |
4,521
+129
| +3% | +$21.5K | 0.11% | 104 |
|
|
2022
Q1 | $735K | Buy |
4,392
+448
| +11% | +$75K | 0.1% | 111 |
|
|
2021
Q4 | $685K | Sell |
3,944
-49
| -1% | -$8.51K | 0.08% | 112 |
|
|
2021
Q3 | $601K | Hold |
3,993
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $592K | Buy |
3,993
+138
| +4% | +$20.5K | 0.08% | 109 |
|
|
2021
Q1 | $545K | Buy |
3,855
+563
| +17% | +$79.6K | 0.08% | 111 |
|
|
2020
Q4 | $488K | Sell |
3,292
-112
| -3% | -$16.6K | 0.08% | 111 |
|
|
2020
Q3 | $472K | Hold |
3,404
| – | – | 0.1% | 96 |
|
|
2020
Q2 | $450K | Sell |
3,404
-117
| -3% | -$15.5K | 0.1% | 97 |
|
|
2020
Q1 | $423K | Buy |
3,521
+37
| +1% | +$4.45K | 0.1% | 96 |
|
|
2019
Q4 | $476K | Buy |
3,484
+17
| +0.5% | +$2.32K | 0.09% | 99 |
|
|
2019
Q3 | $475K | Sell |
3,467
-20
| -0.6% | -$2.74K | 0.1% | 97 |
|
|
2019
Q2 | $457K | Buy |
3,487
+51
| +1% | +$6.68K | 0.09% | 100 |
|
|
2019
Q1 | $421K | Buy |
3,436
+6
| +0.2% | +$735 | 0.09% | 101 |
|
|
2018
Q4 | $379K | Sell |
3,430
-1,452
| -30% | -$160K | 0.09% | 99 |
|
|
2018
Q3 | $546K | Buy |
4,882
+392
| +9% | +$43.8K | 0.24% | 73 |
|
|
2018
Q2 | $489K | Hold |
4,490
| – | – | 0.1% | 87 |
|
|
2018
Q1 | $490K | Sell |
4,490
-119
| -3% | -$13K | 0.1% | 85 |
|
|
2017
Q4 | $553K | Hold |
4,609
| – | – | 0.12% | 79 |
|
|
2017
Q3 | $514K | Hold |
4,609
| – | – | 0.11% | 74 |
|
|
2017
Q2 | $532K | Sell |
4,609
-8
| -0.2% | -$923 | 0.12% | 72 |
|
|
2017
Q1 | $516K | Buy |
4,617
+53
| +1% | +$5.92K | 0.12% | 72 |
|
|
2016
Q4 | $478K | Sell |
4,564
-12,072
| -73% | -$1.26M | 0.12% | 73 |
|
|
2016
Q3 | $1.81M | Buy |
16,636
+12,208
| +276% | +$1.33M | 0.26% | 34 |
|
|
2016
Q2 | $469K | Buy |
4,428
+63
| +1% | +$6.67K | 0.13% | 67 |
|
|
2016
Q1 | $447K | Sell |
4,365
-234
| -5% | -$24K | 0.16% | 61 |
|
|
2015
Q4 | $460K | Sell |
4,599
-112
| -2% | -$11.2K | 0.18% | 61 |
|
|
2015
Q3 | $444K | Sell |
4,711
-167
| -3% | -$15.7K | 0.19% | 53 |
|
|
2015
Q2 | $455K | Sell |
4,878
-100
| -2% | -$9.33K | 0.17% | 56 |
|
|
2015
Q1 | $476K | Sell |
4,978
-41
| -0.8% | -$3.92K | 0.18% | 57 |
|
|
2014
Q4 | $475K | Sell |
5,019
-180
| -3% | -$17K | 0.19% | 56 |
|
|
2014
Q3 | $484K | Buy |
5,199
+200
| +4% | +$18.6K | 0.22% | 54 |
|
|
2014
Q2 | $447K | Hold |
4,999
| – | – | 0.22% | 55 |
|
|
2014
Q1 | $417K | Hold |
4,999
| – | – | 0.22% | 55 |
|
|
2013
Q4 | $415K | Buy |
4,999
+154
| +3% | +$12.8K | 0.23% | 55 |
|
|
2013
Q3 | $385K | Hold |
4,845
| – | – | 0.24% | 58 |
|
|
2013
Q2 | $396K | Buy |
+4,845
| New | +$396K | 0.27% | 56 |
|