BCWM
Bartlett & Co Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16K | Buy |
275
+270
| +5,400% | +$8.99K | ﹤0.01% | 928 |
|
|
2025
Q1 | $172 | Buy |
+5
| New | +$172 | ﹤0.01% | 1175 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$4.07K | – | 1236 |
|
|
2022
Q2 | $4.07K | Buy |
+115
| New | +$4.07K | ﹤0.01% | 1063 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$3.02K | – | 654 |
|
|
2021
Q3 | $3.02K | Hold |
88
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $3.12K | Hold |
88
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $3.04K | Hold |
88
| – | – | ﹤0.01% | 840 |
|
|
2020
Q4 | $2.82K | Hold |
88
| – | – | ﹤0.01% | 874 |
|
|
2020
Q3 | $2.43K | Hold |
88
| – | – | ﹤0.01% | 781 |
|
|
2020
Q2 | $2.5K | Hold |
88
| – | – | ﹤0.01% | 782 |
|
|
2020
Q1 | $2.14K | Hold |
88
| – | – | ﹤0.01% | 773 |
|
|
2019
Q4 | $2.55K | Buy |
+88
| New | +$2.55K | ﹤0.01% | 805 |
|