Bleakley Financial Group’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 | $348K | Buy |
10,512
+223
| +2% | +$7.37K | 0.01% | 526 |
|
|
2025
Q1 | $352K | Buy |
10,289
+490
| +5% | +$16.8K | 0.01% | 468 |
|
|
2024
Q4 | $315K | Buy |
9,799
+246
| +3% | +$7.9K | 0.01% | 783 |
|
|
2024
Q3 | $358K | Buy |
9,553
+574
| +6% | +$21.5K | 0.01% | 705 |
|
|
2024
Q2 | $300K | Buy |
8,979
+1,077
| +14% | +$36K | 0.01% | 748 |
|
|
2024
Q1 | $242K | Sell |
7,902
-1,126
| -12% | -$34.5K | 0.01% | 828 |
|
|
2023
Q4 | $301K | Buy |
9,028
+752
| +9% | +$25.1K | 0.01% | 737 |
|
|
2023
Q3 | $261K | Buy |
8,276
+1,566
| +23% | +$49.4K | 0.01% | 724 |
|
|
2023
Q2 | $210K | Sell |
6,710
-1,764
| -21% | -$55.2K | 0.01% | 833 |
|
|
2023
Q1 | $299K | Sell |
8,474
-1,701
| -17% | -$60K | 0.01% | 709 |
|
|
2022
Q4 | $363K | Buy |
+10,175
| New | +$363K | 0.01% | 636 |
|