NJIM
Nabity-Jensen Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,266
| Closed | -$215K | – | 70 |
|
|
2024
Q3 | $215K | Sell |
1,266
-294
| -19% | -$50K | 0.16% | 66 |
|
|
2024
Q2 | $257K | Sell |
1,560
-50
| -3% | -$8.25K | 0.21% | 61 |
|
|
2024
Q1 | $282K | Hold |
1,610
| – | – | 0.23% | 56 |
|
|
2023
Q4 | $273K | Buy |
+1,610
| New | +$273K | 0.25% | 55 |
|