Bogart Wealth LLC’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 | $14.9K | Buy |
451
+292
| +184% | +$9.65K | ﹤0.01% | 697 |
|
|
2025
Q1 | $5.44K | Buy |
159
+59
| +59% | +$2.02K | ﹤0.01% | 877 |
|
|
2024
Q4 | $3.21K | Sell |
100
-32
| -24% | -$1.03K | ﹤0.01% | 993 |
|
|
2024
Q3 | $4.96K | Buy |
132
+8
| +6% | +$301 | ﹤0.01% | 833 |
|
|
2024
Q2 | $4.15K | Buy |
124
+100
| +417% | +$3.34K | ﹤0.01% | 823 |
|
|
2024
Q1 | $736 | Buy |
+24
| New | +$736 | ﹤0.01% | 988 |
|
|
2023
Q1 | – | Hold |
0
| – | -$9 | – | 1182 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1021 |
|