Farther Finance 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 | $627K | Buy |
18,961
+10,190
| +116% | +$337K | 0.01% | 802 |
|
|
2025
Q1 | $307K | Buy |
8,771
+4,822
| +122% | +$169K | 0.01% | 1026 |
|
|
2024
Q4 | $127K | Buy |
3,949
+248
| +7% | +$7.97K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $139K | Sell |
3,701
-6,408
| -63% | -$240K | 0.01% | 1161 |
|
|
2024
Q2 | $332K | Buy |
10,109
+7,620
| +306% | +$250K | 0.02% | 633 |
|
|
2024
Q1 | $77.7K | Sell |
2,489
-1,027
| -29% | -$32.1K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $117K | Buy |
3,516
+2,214
| +170% | +$73.8K | 0.01% | 741 |
|
|
2023
Q3 | $41.1K | Buy |
1,302
+738
| +131% | +$23.3K | 0.01% | 834 |
|
|
2023
Q2 | $17.6K | Buy |
564
+175
| +45% | +$5.47K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $13.7K | Buy |
389
+42
| +12% | +$1.48K | ﹤0.01% | 1010 |
|
|
2022
Q4 | $12.4K | Buy |
+347
| New | +$12.4K | ﹤0.01% | 878 |
|