EWM
Evercore Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,327
| Closed | -$278K | – | 415 |
|
|
2022
Q1 | $278K | Buy |
+7,327
| New | +$278K | ﹤0.01% | 366 |
|
|
2017
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1011 |
|
|
2016
Q4 | $1K | Sell |
15
-701
| -98% | -$46.7K | ﹤0.01% | 976 |
|
|
2016
Q3 | $65K | Hold |
716
| – | – | ﹤0.01% | 552 |
|
|
2016
Q2 | $69K | Hold |
716
| – | – | ﹤0.01% | 518 |
|
|
2016
Q1 | $64K | Hold |
716
| – | – | ﹤0.01% | 523 |
|
|
2015
Q4 | $67K | Buy |
+716
| New | +$67K | ﹤0.01% | 542 |
|
|
2015
Q3 | – | Sell |
-123
| Closed | -$9K | – | 1016 |
|
|
2015
Q2 | $9K | Buy |
123
+63
| +105% | +$4.61K | ﹤0.01% | 927 |
|
|
2015
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 926 |
|
|
2013
Q4 | – | Sell |
-122
| Closed | -$5K | – | 925 |
|
|
2013
Q3 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 847 |
|