Carson Wealth (CWM LLC)’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Sell |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $197K | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Sell |
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|
2017
Q2 | $12K | Buy |
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