Fortem Financial Group’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 | – | Sell |
-8,112
| Closed | -$278K | – | 183 |
|
|
2025
Q1 | $278K | Sell |
8,112
-1,009
| -11% | -$34.5K | 0.11% | 159 |
|
|
2024
Q4 | $293K | Sell |
9,121
-99
| -1% | -$3.18K | 0.11% | 147 |
|
|
2024
Q3 | $346K | Sell |
9,220
-5,334
| -37% | -$200K | 0.14% | 140 |
|
|
2024
Q2 | $486K | Sell |
14,554
-340
| -2% | -$11.4K | 0.21% | 109 |
|
|
2024
Q1 | $457K | Buy |
14,894
+1,282
| +9% | +$39.3K | 0.2% | 120 |
|
|
2023
Q4 | $454K | Buy |
13,612
+292
| +2% | +$9.73K | 0.23% | 111 |
|
|
2023
Q3 | $421K | Buy |
13,320
+2,492
| +23% | +$78.7K | 0.25% | 107 |
|
|
2023
Q2 | $339K | Buy |
+10,828
| New | +$339K | 0.2% | 122 |
|