Annis Gardner Whiting Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Buy |
309
+25
| +9% | +$831 | ﹤0.01% | 707 |
|
|
2025
Q1 | $9.78K | Buy |
284
+39
| +16% | +$1.34K | ﹤0.01% | 542 |
|
|
2024
Q4 | $7.87K | Buy |
245
+80
| +48% | +$2.57K | ﹤0.01% | 567 |
|
|
2024
Q3 | $6.22K | Hold |
165
| – | – | ﹤0.01% | 613 |
|
|
2024
Q2 | $5.55K | Buy |
+165
| New | +$5.55K | ﹤0.01% | 765 |
|
|
2024
Q1 | – | Sell |
-323
| Closed | -$10.8K | – | 955 |
|
|
2023
Q4 | $10.8K | Buy |
+323
| New | +$10.8K | ﹤0.01% | 470 |
|