JWM
Jupiter Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
12,500
| – | – | 0.94% | 26 |
|
|
2025
Q1 | $1.65M | Hold |
12,500
| – | – | 1% | 26 |
|
|
2024
Q4 | $1.9M | Hold |
12,500
| – | – | 0.95% | 28 |
|
|
2024
Q3 | $2.13M | Hold |
12,500
| – | – | 1.09% | 25 |
|
|
2024
Q2 | $2.16M | Sell |
12,500
-1,500
| -11% | -$259K | 1.14% | 29 |
|
|
2024
Q1 | $2.48M | Sell |
14,000
-5,770
| -29% | -$1.02M | 1.31% | 23 |
|
|
2023
Q4 | $3.36M | Buy |
19,770
+633
| +3% | +$108K | 1.97% | 17 |
|
|
2023
Q3 | $3.19M | Buy |
19,137
+3,100
| +19% | +$517K | 2.07% | 16 |
|
|
2023
Q2 | $2.97M | Buy |
16,037
+837
| +6% | +$155K | 2.55% | 12 |
|
|
2023
Q1 | $2.77M | Buy |
15,200
+1,200
| +9% | +$219K | 2.55% | 13 |
|
|
2022
Q4 | $2.53M | Hold |
14,000
| – | – | 2.45% | 14 |
|
|
2022
Q3 | $2.29M | Hold |
14,000
| – | – | 2.29% | 16 |
|
|
2022
Q2 | $2.33M | Hold |
14,000
| – | – | 2.13% | 18 |
|
|
2022
Q1 | $2.34M | Hold |
14,000
| – | – | 1.47% | 22 |
|
|
2021
Q4 | $2.43M | Sell |
14,000
-4,000
| -22% | -$695K | 1.26% | 24 |
|
|
2021
Q3 | $2.95M | Hold |
18,000
| – | – | 1.39% | 23 |
|
|
2021
Q2 | $2.78M | Sell |
18,000
-6,250
| -26% | -$964K | 1.33% | 23 |
|
|
2021
Q1 | $3.49M | Buy |
24,250
+1,000
| +4% | +$144K | 1.76% | 21 |
|
|
2020
Q4 | $3.45M | Buy |
23,250
+1,660
| +8% | +$246K | 2.11% | 16 |
|
|
2020
Q3 | $2.99M | Buy |
21,590
+4,590
| +27% | +$636K | 2.11% | 20 |
|
|
2020
Q2 | $2.26M | Buy |
17,000
+10,500
| +162% | +$1.4M | 1.13% | 28 |
|
|
2020
Q1 | $846K | Hold |
6,500
| – | – | 0.49% | 37 |
|
|
2019
Q4 | $890K | Hold |
6,500
| – | – | 0.43% | 40 |
|
|
2019
Q3 | $891K | Hold |
6,500
| – | – | 0.48% | 39 |
|
|
2019
Q2 | $863K | Hold |
6,500
| – | – | 0.43% | 40 |
|
|
2019
Q1 | $826K | Buy |
+6,500
| New | +$826K | 0.4% | 38 |
|