BSW Wealth Partners’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 | $318K | Buy |
9,604
+495
| +5% | +$16.4K | 0.04% | 233 |
|
|
2025
Q1 | $312K | Buy |
9,109
+1,912
| +27% | +$65.4K | 0.05% | 227 |
|
|
2024
Q4 | $231K | Sell |
7,197
-1,255
| -15% | -$40.3K | 0.03% | 274 |
|
|
2024
Q3 | $317K | Buy |
8,452
+232
| +3% | +$8.7K | 0.05% | 215 |
|
|
2024
Q2 | $275K | Buy |
8,220
+303
| +4% | +$10.1K | 0.05% | 224 |
|
|
2024
Q1 | $243K | Sell |
7,917
-1,599
| -17% | -$49K | 0.04% | 249 |
|
|
2023
Q4 | $317K | Buy |
9,516
+806
| +9% | +$26.9K | 0.06% | 198 |
|
|
2023
Q3 | $275K | Sell |
8,710
-3,619
| -29% | -$114K | 0.06% | 188 |
|
|
2023
Q2 | $386K | Sell |
12,329
-266
| -2% | -$8.32K | 0.08% | 148 |
|
|
2023
Q1 | $444K | Buy |
12,595
+1,842
| +17% | +$65K | 0.09% | 155 |
|
|
2022
Q4 | $383K | Sell |
10,753
-1,575
| -13% | -$56.1K | 0.08% | 173 |
|
|
2022
Q3 | $442K | Sell |
12,328
-1,816
| -13% | -$65.1K | 0.11% | 131 |
|
|
2022
Q2 | $501K | Buy |
14,144
+1,165
| +9% | +$41.3K | 0.12% | 117 |
|
|
2022
Q1 | $492K | Buy |
12,979
+4,270
| +49% | +$162K | 0.12% | 124 |
|
|
2021
Q4 | $321K | Sell |
8,709
-269
| -3% | -$9.92K | 0.08% | 185 |
|
|
2021
Q3 | $307K | Buy |
8,978
+1,718
| +24% | +$58.7K | 0.09% | 177 |
|
|
2021
Q2 | $256K | Buy |
7,260
+1,020
| +16% | +$36K | 0.07% | 199 |
|
|
2021
Q1 | $214K | Buy |
+6,240
| New | +$214K | 0.06% | 200 |
|