Global Financial Private Client’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-81
Closed -$2.77K 932
2025
Q1
$2.77K Buy
81
+59
+268% +$2.02K ﹤0.01% 792
2024
Q4
$707 Sell
22
-266
-92% -$8.55K ﹤0.01% 851
2024
Q3
$10.8K Hold
288
﹤0.01% 542
2024
Q2
$9.62K Sell
288
-161
-36% -$5.38K ﹤0.01% 450
2024
Q1
$14K Buy
449
+161
+56% +$5.03K 0.01% 427
2023
Q4
$9.6K Hold
288
﹤0.01% 463
2023
Q3
$8.99K Hold
288
﹤0.01% 452
2023
Q2
$9.06K Hold
288
﹤0.01% 454
2023
Q1
$10.2K Hold
288
0.01% 447
2022
Q4
$10.3K Hold
288
0.01% 421
2022
Q3
$10.6K Hold
288
0.01% 403
2022
Q2
$10.4K Hold
288
0.01% 395
2022
Q1
$11K Hold
288
0.01% 396
2021
Q4
$10.6K Hold
288
0.01% 388
2021
Q3
$9.56K Hold
288
﹤0.01% 356
2021
Q2
$10.1K Hold
288
0.01% 362
2021
Q1
$9.94K Hold
288
0.01% 316
2020
Q4
$9.22K Hold
288
0.01% 312
2020
Q3
$8.07K Hold
288
0.01% 318
2020
Q2
$8.26K Hold
288
0.01% 353
2020
Q1
$6.81K Hold
288
0.01% 375
2019
Q4
$8.34K Buy
+288
New +$8.34K 0.01% 390