CAM
Costello Asset Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.2K | Buy |
2,152
+3
| +0.1% | +$99 | 0.03% | 197 |
|
|
2025
Q1 | $73.6K | Buy |
+2,149
| New | +$73.6K | 0.03% | 187 |
|
|
2024
Q1 | – | Sell |
-135
| Closed | -$4.5K | – | 179 |
|
|
2023
Q4 | $4.5K | Hold |
135
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $4.26K | Buy |
+135
| New | +$4.26K | ﹤0.01% | 166 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$11K | – | 225 |
|
|
2022
Q2 | $11K | Buy |
+300
| New | +$11K | 0.01% | 159 |
|