Avantax Planning Partners’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,016
| Closed | -$468K | – | 462 |
|
|
2024
Q2 | $468K | Hold |
14,016
| – | – | 0.02% | 296 |
|
|
2024
Q1 | $430K | Sell |
14,016
-24
| -0.2% | -$736 | 0.01% | 308 |
|
|
2023
Q4 | $468K | Sell |
14,040
-142
| -1% | -$4.73K | 0.02% | 245 |
|
|
2023
Q3 | $448K | Sell |
14,182
-101
| -0.7% | -$3.19K | 0.02% | 238 |
|
|
2023
Q2 | $447K | Sell |
14,283
-13,783
| -49% | -$431K | 0.02% | 242 |
|
|
2023
Q1 | $990K | Sell |
28,066
-1,360
| -5% | -$48K | 0.04% | 164 |
|
|
2022
Q4 | $1.05M | Buy |
29,426
+1,532
| +5% | +$54.6K | 0.04% | 158 |
|
|
2022
Q3 | $999K | Buy |
+27,894
| New | +$999K | 0.05% | 148 |
|
|
2018
Q4 | – | Sell |
-267
| Closed | -$6K | – | 769 |
|
|
2018
Q3 | $6K | Buy |
+267
| New | +$6K | ﹤0.01% | 1029 |
|
|
2018
Q2 | – | Sell |
-340
| Closed | -$40K | – | 874 |
|
|
2018
Q1 | $40K | Buy |
+340
| New | +$40K | ﹤0.01% | 569 |
|