FPAS
Focus Partners Advisor Solutions’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $635K | Buy |
19,218
+5,088
| +36% | +$168K | 0.01% | 593 |
|
2025
Q1 | $484K | Buy |
14,130
+2,908
| +26% | +$99.5K | 0.01% | 596 |
|
2024
Q4 | $360K | Sell |
11,222
-217
| -2% | -$6.97K | 0.01% | 556 |
|
2024
Q3 | $429K | Sell |
11,439
-1,398
| -11% | -$52.4K | 0.01% | 483 |
|
2024
Q2 | $429K | Buy |
12,837
+538
| +4% | +$18K | 0.01% | 407 |
|
2024
Q1 | $377K | Buy |
12,299
+1,221
| +11% | +$37.4K | 0.01% | 414 |
|
2023
Q4 | $369K | Sell |
11,078
-73
| -0.7% | -$2.43K | 0.02% | 299 |
|
2023
Q3 | $352K | Buy |
11,151
+203
| +2% | +$6.41K | 0.02% | 322 |
|
2023
Q2 | $342K | Sell |
10,948
-78
| -0.7% | -$2.44K | 0.02% | 278 |
|
2023
Q1 | $389K | Buy |
+11,026
| New | +$389K | 0.03% | 238 |
|