Crewe Advisors’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 | – | Sell |
-14
| Closed | -$480 | – | 802 |
|
|
2025
Q1 | $480 | Buy |
+14
| New | +$480 | ﹤0.01% | 627 |
|
|
2024
Q4 | – | Sell |
-623
| Closed | -$23.4K | – | 731 |
|
|
2024
Q3 | $23.4K | Hold |
623
| – | – | ﹤0.01% | 383 |
|
|
2024
Q2 | $20.8K | Hold |
623
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $19.1K | Buy |
+623
| New | +$19.1K | ﹤0.01% | 501 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$316 | – | 574 |
|
|
2023
Q3 | $316 | Buy |
+10
| New | +$316 | ﹤0.01% | 416 |
|
|
2022
Q4 | – | Sell |
-271
| Closed | -$10K | – | 1157 |
|
|
2022
Q3 | $10K | Buy |
271
+67
| +33% | +$2.47K | ﹤0.01% | 666 |
|
|
2022
Q2 | $7K | Buy |
+204
| New | +$7K | ﹤0.01% | 691 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$11K | – | 265 |
|
|
2019
Q3 | $11K | Hold |
400
| – | – | 0.01% | 178 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 206 |
|
|
2019
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 178 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 183 |
|
|
2018
Q3 | $9K | Buy |
+400
| New | +$9K | 0.01% | 197 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$47K | – | 266 |
|
|
2018
Q1 | $47K | Hold |
400
| – | – | 0.05% | 120 |
|
|
2017
Q4 | $39K | Buy |
+400
| New | +$39K | 0.04% | 138 |
|