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 |
|