Castleview 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
2024
Q3
Sell
-30
Closed -$1K 741
2024
Q2
$1K Sell
30
-14
-32% -$468 ﹤0.01% 809
2024
Q1
$1.35K Sell
44
-4
-8% -$123 ﹤0.01% 772
2023
Q4
$1.6K Sell
48
-14
-23% -$466 ﹤0.01% 723
2023
Q3
$1.96K Sell
62
-21
-25% -$663 ﹤0.01% 558
2023
Q2
$2.6K Buy
83
+1
+1% +$31 ﹤0.01% 562
2023
Q1
$2.89K Buy
82
+50
+156% +$1.76K ﹤0.01% 548
2022
Q4
$1.14K Sell
32
-12
-27% -$428 ﹤0.01% 542
2022
Q3
$2K Buy
+44
New +$2K ﹤0.01% 532