Avior Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-506
Closed -$16.3K 1592
2024
Q4
$16.3K Buy
506
+51
+11% +$1.64K ﹤0.01% 1464
2024
Q3
$17.1K Buy
455
+8
+2% +$300 ﹤0.01% 1409
2024
Q2
$14.9K Sell
447
-1,170
-72% -$39.1K ﹤0.01% 1406
2024
Q1
$49.6K Buy
+1,617
New +$49.6K ﹤0.01% 1236
2023
Q2
Sell
-9
Closed -$317 1632
2023
Q1
$317 Hold
9
﹤0.01% 1546
2022
Q4
$320 Hold
9
﹤0.01% 1200
2022
Q3
$0 Buy
+9
New ﹤0.01% 1234