Avidian Wealth Enterprises’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,022
Closed -$318K 453
2023
Q1
$318K Sell
9,022
-916
-9% -$32.3K 0.02% 370
2022
Q4
$354K Sell
9,938
-12
-0.1% -$428 0.02% 329
2022
Q3
$356K Sell
9,950
-22
-0.2% -$787 0.03% 292
2022
Q2
$353K Buy
9,972
+4,025
+68% +$142K 0.03% 318
2022
Q1
$225K Buy
+5,947
New +$225K 0.01% 427