Jeppson Wealth Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Jeppson Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	N/A	145 Added 0.8%	18,295 $0
Q2 2024 Aug 05, 2024	BUY	N/A	153 Added 0.85%	18,150 $0
Q1 2024 Apr 17, 2024	SELL	N/A	-2,105 Reduced 10.47%	17,997 $0
Q4 2023 Jan 11, 2024	SELL	N/A	-4,285 Reduced 17.57%	20,102 $0
Q3 2023 Oct 25, 2023	SELL	N/A	-1,494 Reduced 5.77%	24,387 $0
Q2 2023 Jul 31, 2023	SELL	N/A	-37,349 Reduced 59.07%	25,881 $0
Q1 2023 Apr 27, 2023	SELL	N/A	-113,033 Reduced 64.13%	63,230 $0
Q4 2022 Jan 27, 2023	SELL	N/A	-13,809 Reduced 7.27%	176,263 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-124,279 Reduced 39.54%	190,072 $190,000
Q2 2022 Aug 03, 2022	BUY	N/A	314,351 New	314,351 $314,000

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Jeppson Wealth Management, LLC with notifications on news.