Checchi Capital Advisers’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
9,885
+400
| +4% | +$13.2K | 0.02% | 427 |
|
|
2025
Q1 | $325K | Buy |
9,485
+996
| +12% | +$34.1K | 0.02% | 435 |
|
|
2024
Q4 | $273K | Sell |
8,489
-386
| -4% | -$12.4K | 0.02% | 459 |
|
|
2024
Q3 | $333K | Buy |
8,875
+148
| +2% | +$5.55K | 0.02% | 421 |
|
|
2024
Q2 | $291K | Buy |
8,727
+646
| +8% | +$21.6K | 0.01% | 439 |
|
|
2024
Q1 | $248K | Buy |
8,081
+1,526
| +23% | +$46.8K | 0.02% | 486 |
|
|
2023
Q4 | $218K | Buy |
+6,555
| New | +$218K | 0.02% | 510 |
|
|
2023
Q2 | – | Sell |
-7,211
| Closed | -$254K | – | 584 |
|
|
2023
Q1 | $254K | Sell |
7,211
-377
| -5% | -$13.3K | 0.02% | 465 |
|
|
2022
Q4 | $271K | Buy |
7,588
+255
| +3% | +$9.09K | 0.03% | 422 |
|
|
2022
Q3 | $263K | Buy |
7,333
+163
| +2% | +$5.85K | 0.02% | 419 |
|
|
2022
Q2 | $278K | Buy |
7,170
+1,442
| +25% | +$55.9K | 0.02% | 438 |
|
|
2022
Q1 | $217K | Buy |
+5,728
| New | +$217K | 0.02% | 497 |
|
|
2018
Q3 | – | Sell |
-2,032
| Closed | -$248K | – | 447 |
|
|
2018
Q2 | $248K | Buy |
2,032
+51
| +3% | +$6.22K | 0.03% | 332 |
|
|
2018
Q1 | $235K | Buy |
+1,981
| New | +$235K | 0.03% | 340 |
|
|
2017
Q2 | – | Sell |
-2,079
| Closed | -$204K | – | 380 |
|
|
2017
Q1 | $204K | Buy |
+2,079
| New | +$204K | 0.02% | 367 |
|
|
2016
Q3 | – | Sell |
-1,770
| Closed | -$171K | – | 810 |
|
|
2016
Q2 | $171K | Sell |
1,770
-50
| -3% | -$4.83K | 0.02% | 377 |
|
|
2016
Q1 | $163K | Buy |
+1,820
| New | +$163K | 0.04% | 400 |
|