FWTB
First Western Trust Bank’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
132,096
-3,315
| -2% | -$110K | 0.2% | 36 |
|
|
2025
Q1 | $4.63M | Sell |
135,411
-8,081
| -6% | -$277K | 0.22% | 35 |
|
|
2024
Q4 | $4.61M | Sell |
143,492
-21,788
| -13% | -$700K | 0.21% | 38 |
|
|
2024
Q3 | $6.19M | Sell |
165,280
-23,114
| -12% | -$866K | 0.28% | 29 |
|
|
2024
Q2 | $6.29M | Sell |
188,394
-30,343
| -14% | -$1.01M | 0.3% | 30 |
|
|
2024
Q1 | $6.71M | Buy |
218,737
+114,955
| +111% | +$3.53M | 0.31% | 31 |
|
|
2023
Q4 | $3.46M | Sell |
103,782
-9,179
| -8% | -$306K | 0.17% | 52 |
|
|
2023
Q3 | $3.57M | Sell |
112,961
-11,773
| -9% | -$372K | 0.19% | 49 |
|
|
2023
Q2 | $3.9M | Buy |
124,734
+3,602
| +3% | +$113K | 0.19% | 51 |
|
|
2023
Q1 | $4.27M | Buy |
121,132
+5,366
| +5% | +$189K | 0.22% | 47 |
|
|
2022
Q4 | $4.13M | Buy |
+115,766
| New | +$4.13M | 0.24% | 46 |
|