Consilium Wealth Advisory’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 |
-11,894
| Closed | -$420K | – | 82 |
|
|
2023
Q1 | $420K | Sell |
11,894
-5,471
| -32% | -$193K | 0.36% | 56 |
|
|
2022
Q4 | $619K | Buy |
17,365
+93
| +0.5% | +$3.32K | 0.53% | 43 |
|
|
2022
Q3 | $619K | Buy |
17,272
+437
| +3% | +$15.7K | 0.69% | 35 |
|
|
2022
Q2 | $596K | Sell |
16,835
-347
| -2% | -$12.3K | 0.64% | 41 |
|
|
2022
Q1 | $651K | Sell |
17,182
-2,159
| -11% | -$81.8K | 0.47% | 50 |
|
|
2021
Q4 | $713K | Buy |
+19,341
| New | +$713K | 0.46% | 50 |
|