Bogart Wealth LLC’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.15K Sell
2025
Q2
$14.9K Buy
2025
Q1
$5.44K Buy
2024
Q4
$3.21K Sell
2024
Q3
$4.96K Buy
2024
Q2
$4.15K Buy
2024
Q1
$736 Buy
2023
Q1
Hold
2022
Q4
Hold