Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57K | Hold |
108
| – | – | ﹤0.01% | 671 |
|
|
2025
Q1 | $3.7K | Sell |
108
-525
| -83% | -$18K | ﹤0.01% | 623 |
|
|
2024
Q4 | $20.3K | Buy |
633
+3
| +0.5% | +$96 | ﹤0.01% | 449 |
|
|
2024
Q3 | $23.6K | Buy |
630
+3
| +0.5% | +$112 | ﹤0.01% | 447 |
|
|
2024
Q2 | $20.9K | Sell |
627
-327
| -34% | -$10.9K | ﹤0.01% | 418 |
|
|
2024
Q1 | $29.3K | Buy |
954
+3
| +0.3% | +$92 | 0.01% | 444 |
|
|
2023
Q4 | $31.7K | Sell |
951
-621
| -40% | -$20.7K | 0.01% | 422 |
|
|
2023
Q3 | $49.6K | Buy |
1,572
+225
| +17% | +$7.1K | 0.01% | 378 |
|
|
2023
Q2 | $42.1K | Buy |
1,347
+743
| +123% | +$23.2K | 0.01% | 390 |
|
|
2023
Q1 | $21.3K | Buy |
604
+380
| +170% | +$13.4K | 0.01% | 483 |
|
|
2022
Q4 | $7.98K | Buy |
+224
| New | +$7.98K | ﹤0.01% | 670 |
|
|
2022
Q3 | – | Sell |
-222
| Closed | -$8K | – | 673 |
|
|
2022
Q2 | $8K | Buy |
222
+175
| +372% | +$6.31K | ﹤0.01% | 735 |
|
|
2022
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1102 |
|