Caldwell Trust’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27K | Hold |
250
|
|
||||
|
2025
Q1 | $8.55K | Hold |
250
|
|
||||
|
2024
Q4 | $8.03K | Hold |
250
|
|
||||
|
2024
Q3 | $9.37K | Sell |
250
-161
|
|
||||
|
2024
Q2 | $13.7K | Hold |
411
|
|
||||
|
2024
Q1 | $12.6K | Buy |
411
+161
|
|
||||
|
2023
Q4 | $8.33K | Sell |
250
-267
|
|
||||
|
2023
Q3 | $16.3K | Hold |
517
|
|
||||
|
2023
Q2 | $16.2K | Buy |
517
+267
|
|
||||
|
2023
Q1 | $8.82K | Hold |
250
|
|
||||
|
2022
Q4 | $8.91K | Sell |
250
-528
|
|
||||
|
2022
Q3 | $27.9K | Buy |
778
+528
|
|
||||
|
2022
Q2 | $8.85K | Hold |
250
|
|
||||
|
2022
Q1 | $9.47K | Hold |
250
|
|
||||
|
2021
Q4 | $9.21K | Hold |
250
|
|
||||
|
2021
Q3 | $8.54K | Hold |
250
|
|
||||
|
2021
Q2 | $8.81K | Hold |
250
|
|
||||
|
2021
Q1 | $8.59K | Hold |
250
|
|
||||
|
2020
Q4 | $8K | Hold |
250
|
|
||||
|
2020
Q3 | $6.9K | Sell |
250
-400
|
|
||||
|
2020
Q2 | $18.5K | Buy |
650
+400
|
|
||||
|
2020
Q1 | $6.07K | Buy |
+250
|
|