Beaird Harris Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.12K | Buy |
+94
| New | +$3.12K | ﹤0.01% | 454 |
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 641 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 716 |
|
2023
Q1 | – | Sell |
-218
| Closed | -$7.77K | – | 609 |
|
2022
Q4 | $7.77K | Buy |
+218
| New | +$7.77K | ﹤0.01% | 353 |
|
2022
Q1 | – | Sell |
-800
| Closed | -$29K | – | 661 |
|
2021
Q4 | $29K | Buy |
+800
| New | +$29K | 0.01% | 284 |
|