GeoWealth Management’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 | $360K | Buy |
10,886
+4,159
| +62% | +$137K | 0.01% | 493 |
|
|
2025
Q1 | $230K | Buy |
6,727
+442
| +7% | +$15.1K | 0.01% | 618 |
|
|
2024
Q4 | $202K | Buy |
6,285
+882
| +16% | +$28.3K | 0.01% | 763 |
|
|
2024
Q3 | $203K | Buy |
+5,403
| New | +$203K | 0.01% | 717 |
|
|
2023
Q2 | – | Sell |
-387
| Closed | -$14K | – | 460 |
|
|
2023
Q1 | $14K | Sell |
387
-80
| -17% | -$2.89K | ﹤0.01% | 336 |
|
|
2022
Q4 | $17K | Sell |
467
-93
| -17% | -$3.39K | ﹤0.01% | 326 |
|
|
2022
Q3 | $19K | Buy |
560
+29
| +5% | +$984 | ﹤0.01% | 315 |
|
|
2022
Q2 | $19K | Buy |
531
+18
| +4% | +$644 | ﹤0.01% | 305 |
|
|
2022
Q1 | $20K | Sell |
513
-65
| -11% | -$2.53K | ﹤0.01% | 369 |
|
|
2021
Q4 | $21K | Sell |
578
-1
| -0.2% | -$36 | ﹤0.01% | 353 |
|
|
2021
Q3 | $19K | Sell |
579
-1,041
| -64% | -$34.2K | ﹤0.01% | 372 |
|
|
2021
Q2 | $57K | Buy |
+1,620
| New | +$57K | 0.01% | 249 |
|