Atria Wealth Solutions’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Sell
27,288
-94,817
-78% -$3.15M 0.02% 674
2025
Q1
$4.21M Buy
122,105
+2,618
+2% +$90.2K 0.05% 394
2024
Q4
$3.84M Sell
119,487
-92,155
-44% -$2.96M 0.04% 425
2024
Q3
$7.98M Buy
211,642
+131,334
+164% +$4.95M 0.09% 238
2024
Q2
$2.7M Buy
80,308
+10,095
+14% +$339K 0.03% 528
2024
Q1
$2.17M Buy
70,213
+11,176
+19% +$345K 0.02% 605
2023
Q4
$1.97M Buy
59,037
+11,106
+23% +$370K 0.02% 604
2023
Q3
$1.52M Buy
47,931
+11,889
+33% +$378K 0.02% 650
2023
Q2
$1.13M Sell
36,042
-1,729
-5% -$54.4K 0.02% 789
2023
Q1
$1.34M Buy
37,771
+4,396
+13% +$156K 0.02% 696
2022
Q4
$1.19M Buy
33,375
+19,805
+146% +$706K 0.02% 675
2022
Q3
$487K Buy
13,570
+7,594
+127% +$272K 0.01% 1031
2022
Q2
$213K Sell
5,976
-509
-8% -$18.1K ﹤0.01% 1391
2022
Q1
$247K Buy
+6,485
New +$247K ﹤0.01% 1433