BDWM
Brewin Dolphin Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $41K | Hold |
1,159
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $44K | Buy |
1,159
+778
| +204% | +$29.5K | ﹤0.01% | 200 |
|
|
2021
Q4 | $14K | Hold |
381
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $13K | Sell |
381
-274
| -42% | -$9.36K | ﹤0.01% | 287 |
|
|
2021
Q2 | $23.1K | Sell |
655
-230
| -26% | -$8.11K | ﹤0.01% | 255 |
|
|
2021
Q1 | $30.4K | Hold |
885
| – | – | ﹤0.01% | 226 |
|
|
2020
Q4 | $28.3K | Hold |
885
| – | – | ﹤0.01% | 206 |
|
|
2020
Q3 | $24.4K | Hold |
885
| – | – | ﹤0.01% | 207 |
|
|
2020
Q2 | $25.1K | Hold |
885
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $21.5K | Buy |
885
+381
| +76% | +$9.25K | 0.01% | 141 |
|
|
2019
Q4 | $14.6K | Sell |
504
-381
| -43% | -$11K | 0.01% | 166 |
|
|
2019
Q3 | $24.2K | Hold |
885
| – | – | 0.01% | 141 |
|
|
2019
Q2 | $25.6K | Sell |
885
-174
| -16% | -$5.03K | 0.01% | 142 |
|
|
2019
Q1 | $29.6K | Sell |
1,059
-1,212
| -53% | -$33.9K | 0.02% | 132 |
|
|
2018
Q4 | $58.2K | Hold |
2,271
| – | – | 0.04% | 103 |
|
|
2018
Q3 | $52.6K | Sell |
2,271
-12,760
| -85% | -$296K | 0.03% | 109 |
|
|
2018
Q2 | $1.83M | Buy |
15,031
+174
| +1% | +$21.2K | 1.09% | 25 |
|
|
2018
Q1 | $1.76M | Buy |
14,857
+540
| +4% | +$63.9K | 1.08% | 25 |
|
|
2017
Q4 | $1.39M | Hold |
14,317
| – | – | 0.88% | 31 |
|
|
2017
Q3 | $1.27M | Buy |
+14,317
| New | +$1.27M | 0.88% | 31 |
|