CWC
Carolinas Wealth Consulting’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-50
| Closed | -$1.71K | – | 511 |
|
2025
Q1 | $1.71K | Buy |
50
+7
| +16% | +$240 | ﹤0.01% | 837 |
|
2024
Q4 | $1.38K | Hold |
43
| – | – | ﹤0.01% | 891 |
|
2024
Q3 | $1.62K | Buy |
43
+10
| +30% | +$377 | ﹤0.01% | 847 |
|
2024
Q2 | $1.1K | Hold |
33
| – | – | ﹤0.01% | 895 |
|
2024
Q1 | $1.02K | Sell |
33
-24
| -42% | -$741 | ﹤0.01% | 894 |
|
2023
Q4 | $1.9K | Buy |
57
+24
| +73% | +$800 | ﹤0.01% | 748 |
|
2023
Q3 | $1K | Sell |
33
-27
| -45% | -$819 | ﹤0.01% | 835 |
|
2023
Q2 | $1.89K | Buy |
60
+29
| +94% | +$913 | ﹤0.01% | 822 |
|
2023
Q1 | $1.1K | Hold |
31
| – | – | ﹤0.01% | 879 |
|
2022
Q4 | $1.11K | Hold |
31
| – | – | ﹤0.01% | 884 |
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 833 |
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 833 |
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 859 |
|
2021
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 900 |
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 874 |
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 888 |
|
2021
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 886 |
|
2020
Q4 | $1K | Buy |
31
+14
| +82% | +$452 | ﹤0.01% | 812 |
|
2020
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 973 |
|