EverSource Wealth 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 | $343K | Buy |
10,364
+6,453
| +165% | +$213K | 0.02% | 605 |
|
|
2025
Q1 | $134K | Buy |
3,911
+1,813
| +86% | +$62K | 0.01% | 804 |
|
|
2024
Q4 | $67.4K | Sell |
2,098
-523
| -20% | -$16.8K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $98.2K | Buy |
2,621
+314
| +14% | +$11.8K | 0.01% | 794 |
|
|
2024
Q2 | $79.1K | Buy |
2,307
+940
| +69% | +$32.2K | 0.01% | 896 |
|
|
2024
Q1 | $46.1K | Buy |
1,367
+753
| +123% | +$25.4K | ﹤0.01% | 1017 |
|
|
2023
Q4 | $20.5K | Buy |
614
+44
| +8% | +$1.47K | ﹤0.01% | 1223 |
|
|
2023
Q3 | $18K | Buy |
570
+225
| +65% | +$7.1K | ﹤0.01% | 1167 |
|
|
2023
Q2 | $10.8K | Buy |
345
+268
| +348% | +$8.38K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $2.72K | Sell |
77
-345
| -82% | -$12.2K | ﹤0.01% | 1841 |
|
|
2022
Q4 | $15K | Buy |
422
+222
| +111% | +$7.92K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1241 |
|