Avantax Advisory Services’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 | $842K | Buy |
25,480
+3,202
| +14% | +$106K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $762K | Buy |
22,278
+5,099
| +30% | +$174K | ﹤0.01% | 1237 |
|
|
2024
Q4 | $552K | Sell |
17,179
-45,582
| -73% | -$1.46M | ﹤0.01% | 1375 |
|
|
2024
Q3 | $2.35M | Sell |
62,761
-20,927
| -25% | -$784K | 0.02% | 620 |
|
|
2024
Q2 | $2.8M | Buy |
+83,688
| New | +$2.8M | 0.02% | 549 |
|
|
2023
Q2 | – | Sell |
-27,287
| Closed | -$963K | – | 1545 |
|
|
2023
Q1 | $963K | Buy |
27,287
+13,965
| +105% | +$493K | 0.01% | 679 |
|
|
2022
Q4 | $475K | Buy |
+13,322
| New | +$475K | 0.01% | 888 |
|