Diversify Advisory Services’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $511K | Sell |
14,667
-840
| -5% | -$29.2K | 0.02% | 530 |
|
2025
Q1 | $531K | Sell |
15,507
-17,969
| -54% | -$615K | 0.03% | 352 |
|
2024
Q4 | $1.02M | Sell |
33,476
-49
| -0.1% | -$1.49K | 0.06% | 229 |
|
2024
Q3 | $1.24M | Sell |
33,525
-8,614
| -20% | -$318K | 0.07% | 220 |
|
2024
Q2 | $1.35M | Buy |
+42,139
| New | +$1.35M | 0.07% | 197 |
|