Chase Investment Counsel’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,665
| Closed | -$517K | – | 107 |
|
|
2023
Q1 | $517K | Hold |
14,665
| – | – | 0.29% | 63 |
|
|
2022
Q4 | $522K | Hold |
14,665
| – | – | 0.32% | 57 |
|
|
2022
Q3 | $525K | Hold |
14,665
| – | – | 0.33% | 56 |
|
|
2022
Q2 | $518K | Hold |
14,665
| – | – | 0.28% | 64 |
|
|
2022
Q1 | $555K | Buy |
+14,665
| New | +$555K | 0.24% | 65 |
|