Global Retirement Partners’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 | $54.7K | Buy |
+1,656
| New | +$54.7K | ﹤0.01% | 1722 |
|
2024
Q4 | $46.4K | Sell |
1,446
-216
| -13% | -$6.94K | ﹤0.01% | 1648 |
|
2024
Q3 | $62.3K | Buy |
1,662
+501
| +43% | +$18.8K | ﹤0.01% | 1458 |
|
2024
Q2 | $38.8K | Buy |
1,161
+452
| +64% | +$15.1K | ﹤0.01% | 1673 |
|
2024
Q1 | $21.8K | Sell |
709
-103
| -13% | -$3.16K | ﹤0.01% | 1769 |
|
2023
Q4 | $25.8K | Sell |
812
-99
| -11% | -$3.15K | ﹤0.01% | 1635 |
|
2023
Q3 | $28.9K | Sell |
911
-26
| -3% | -$824 | ﹤0.01% | 1508 |
|
2023
Q2 | $29.3K | Buy |
937
+426
| +83% | +$13.3K | ﹤0.01% | 1507 |
|
2023
Q1 | $16.7K | Buy |
511
+122
| +31% | +$4K | ﹤0.01% | 1716 |
|
2022
Q4 | $13.9K | Buy |
389
+174
| +81% | +$6.2K | ﹤0.01% | 1633 |
|
2022
Q3 | $8K | Buy |
215
+53
| +33% | +$1.97K | ﹤0.01% | 1767 |
|
2022
Q2 | $6K | Buy |
162
+17
| +12% | +$630 | ﹤0.01% | 1828 |
|
2022
Q1 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 1887 |
|
2021
Q4 | – | Sell |
-60
| Closed | -$2K | – | 1085 |
|
2021
Q3 | $2K | Sell |
60
-103
| -63% | -$3.43K | ﹤0.01% | 1830 |
|
2021
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 1523 |
|
2021
Q1 | $6K | Sell |
163
-1,246
| -88% | -$45.9K | ﹤0.01% | 1427 |
|
2020
Q4 | $45K | Hold |
1,409
| – | – | 0.01% | 758 |
|
2020
Q3 | $39K | Buy |
1,409
+61
| +5% | +$1.69K | 0.01% | 704 |
|
2020
Q2 | $38K | Buy |
1,348
+273
| +25% | +$7.7K | 0.01% | 715 |
|
2020
Q1 | $26K | Buy |
1,075
+197
| +22% | +$4.77K | ﹤0.01% | 727 |
|
2019
Q4 | $25K | Buy |
878
+715
| +439% | +$20.4K | ﹤0.01% | 868 |
|
2019
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 1349 |
|
2019
Q2 | $5K | Hold |
163
| – | – | ﹤0.01% | 1291 |
|
2019
Q1 | $5K | Sell |
163
-65
| -29% | -$1.99K | ﹤0.01% | 1242 |
|
2018
Q4 | $6K | Buy |
228
+60
| +36% | +$1.58K | ﹤0.01% | 1111 |
|
2018
Q3 | $4K | Sell |
168
-14
| -8% | -$333 | ﹤0.01% | 1271 |
|
2018
Q2 | $22K | Hold |
182
| – | – | 0.01% | 764 |
|
2018
Q1 | $22K | Hold |
182
| – | – | 0.01% | 729 |
|
2017
Q4 | $18K | Hold |
182
| – | – | ﹤0.01% | 749 |
|
2017
Q3 | $16K | Buy |
182
+14
| +8% | +$1.23K | 0.01% | 704 |
|
2017
Q2 | $15K | Buy |
168
+65
| +63% | +$5.8K | 0.01% | 673 |
|
2017
Q1 | $10K | Hold |
103
| – | – | 0.01% | 744 |
|
2016
Q4 | $9K | Buy |
+103
| New | +$9K | 0.01% | 716 |
|