Evoke Wealth’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 | $395K | Buy |
11,856
+4,617
| +64% | +$154K | 0.01% | 383 |
|
|
2025
Q1 | $249K | Buy |
7,239
+572
| +9% | +$19.7K | 0.01% | 387 |
|
|
2024
Q4 | $214K | Buy |
6,667
+144
| +2% | +$4.63K | 0.01% | 402 |
|
|
2024
Q3 | $246K | Buy |
+6,523
| New | +$246K | 0.01% | 362 |
|
|
2024
Q2 | – | Sell |
-6,480
| Closed | -$200K | – | 251 |
|
|
2024
Q1 | $200K | Buy |
+6,480
| New | +$200K | 0.01% | 385 |
|
|
2022
Q4 | – | Sell |
-111
| Closed | -$4K | – | 772 |
|
|
2022
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 925 |
|
|
2022
Q2 | $4K | Buy |
111
+9
| +9% | +$324 | ﹤0.01% | 936 |
|
|
2022
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 953 |
|
|
2021
Q4 | $4K | Hold |
102
| – | – | ﹤0.01% | 940 |
|
|
2021
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $4K | Sell |
102
-118
| -54% | -$4.63K | ﹤0.01% | 934 |
|
|
2021
Q1 | $8K | Buy |
220
+118
| +116% | +$4.29K | ﹤0.01% | 727 |
|
|
2020
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 824 |
|
|
2020
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 793 |
|