EverSource Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Sell
2025
Q2
$343K Buy
2025
Q1
$134K Buy
2024
Q4
$67.4K Sell
2024
Q3
$98.2K Buy
2024
Q2
$79.1K Buy
2024
Q1
$46.1K Buy
2023
Q4
$20.5K Buy
2023
Q3
$18K Buy
2023
Q2
$10.8K Buy
2023
Q1
$2.72K Sell
2022
Q4
$15K Buy
2022
Q3
$7K Buy