Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | -$645 | – | 266 |
|
|
2024
Q1 | $645 | Sell |
21
-1
| -5% | -$31 | ﹤0.01% | 443 |
|
|
2023
Q4 | $785 | Buy |
+22
| New | +$785 | ﹤0.01% | 353 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$777 | – | 516 |
|
|
2023
Q1 | $777 | Hold |
22
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $785 | Hold |
22
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $789 | Hold |
22
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $779 | Buy |
+22
| New | +$779 | ﹤0.01% | 335 |
|