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 |
|