Carson Wealth (CWM LLC)’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
79,755
+37,580
| +89% | +$1.24M | 0.01% | 844 |
|
|
2025
Q1 | $1.44M | Buy |
42,175
+4,573
| +12% | +$156K | 0.01% | 960 |
|
|
2024
Q4 | $1.21M | Buy |
37,602
+1,922
| +5% | +$61.7K | 0.01% | 987 |
|
|
2024
Q3 | $1.34M | Buy |
35,680
+10,356
| +41% | +$388K | 0.01% | 872 |
|
|
2024
Q2 | $846K | Buy |
25,324
+5,668
| +29% | +$189K | ﹤0.01% | 986 |
|
|
2024
Q1 | $603K | Buy |
19,656
+743
| +4% | +$22.8K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $630K | Buy |
18,913
+2,830
| +18% | +$94.3K | ﹤0.01% | 977 |
|
|
2023
Q3 | $508K | Buy |
16,083
+4,916
| +44% | +$155K | ﹤0.01% | 971 |
|
|
2023
Q2 | $349K | Buy |
11,167
+1,471
| +15% | +$46K | ﹤0.01% | 1057 |
|
|
2023
Q1 | $342K | Sell |
9,696
-2,542
| -21% | -$89.7K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $436K | Buy |
12,238
+4,232
| +53% | +$151K | ﹤0.01% | 852 |
|
|
2022
Q3 | $287K | Buy |
8,006
+2,451
| +44% | +$87.9K | ﹤0.01% | 920 |
|
|
2022
Q2 | $197K | Sell |
5,555
-189
| -3% | -$6.7K | ﹤0.01% | 1052 |
|
|
2022
Q1 | $218K | Buy |
5,744
+4,136
| +257% | +$157K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $59K | Buy |
+1,608
| New | +$59K | ﹤0.01% | 1503 |
|
|
2021
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q1 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q4 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q3 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q1 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q4 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q3 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q1 | $41K | Buy |
1,155
+1,146
| +12,733% | +$40.7K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2173 |
|
|
2018
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1920 |
|
|
2018
Q1 | – | Sell |
-58
| Closed | -$6K | – | 1477 |
|
|
2017
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q3 | $5K | Sell |
58
-76
| -57% | -$6.55K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $12K | Buy |
+134
| New | +$12K | ﹤0.01% | 742 |
|