Glass Jacobson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14K | Hold |
216
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $6.94K | Hold |
216
| – | – | ﹤0.01% | 640 |
|
|
2024
Q4 | $6.94K | Hold |
216
| – | – | ﹤0.01% | 640 |
|
|
2024
Q3 | $8.1K | Hold |
216
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $7.22K | Hold |
216
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $6.63K | Hold |
216
| – | – | ﹤0.01% | 593 |
|
|
2023
Q4 | $7.2K | Hold |
216
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $6.82K | Hold |
216
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $6.76K | Buy |
+216
| New | +$6.76K | ﹤0.01% | 544 |
|
|
2022
Q4 | $7.7K | Buy |
+216
| New | +$7.7K | ﹤0.01% | 544 |
|