Gradient Investments’s Keurig Dr Pepper KDP Stock Holding History

Gradient Investments’s Portfolio KDP Stock Details KDP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30	Closed	-$1K	–	1551
2023 Q4	$1K	Sell	30 -256	-90%	-$8.53K	﹤0.01%	1422
2023 Q3	$9.03K	Hold	286	–	–	﹤0.01%	828
2023 Q2	$8.94K	Buy	286 +4	+1%	+$125	﹤0.01%	825
2023 Q1	$9.95K	Sell	282 -28	-9%	-$988	﹤0.01%	818
2022 Q4	$11.1K	Buy	310 +54	+21%	+$1.93K	﹤0.01%	787
2022 Q3	$9K	Hold	256	–	–	﹤0.01%	823
2022 Q2	$9K	Hold	256	–	–	﹤0.01%	789
2022 Q1	$10K	Hold	256	–	–	﹤0.01%	775
2021 Q4	$9K	Sell	256 -449	-64%	-$15.8K	﹤0.01%	821
2021 Q3	$24K	Buy	+705	New	+$24K	﹤0.01%	613
2021 Q1	–	Sell	-51	Closed	-$1K	–	1218
2020 Q4	$1K	Hold	51	–	–	﹤0.01%	1057
2020 Q3	$1K	Buy	+51	New	+$1K	﹤0.01%	1062
2020 Q2	–	Sell	-13	Closed	–	–	1123
2020 Q1	$0	Hold	13	–	–	﹤0.01%	1164
2019 Q4	$0	Hold	13	–	–	﹤0.01%	1165
2019 Q3	$0	Hold	13	–	–	﹤0.01%	1171
2019 Q2	$0	Hold	13	–	–	﹤0.01%	1048
2019 Q1	$0	Hold	13	–	–	﹤0.01%	934
2018 Q4	$0	Hold	13	–	–	﹤0.01%	1012
2018 Q3	$0	Hold	13	–	–	﹤0.01%	1022
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	824
2018 Q1	$2K	Sell	13 -5	-28%	-$769	﹤0.01%	826
2017 Q4	$2K	Buy	+18	New	+$2K	﹤0.01%	820
2017 Q3	–	Sell	-13	Closed	-$1K	–	491
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	739
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	719
2016 Q4	$1K	Hold	13	–	–	﹤0.01%	677
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	655
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	659
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	670
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	631
2015 Q3	$1K	Sell	13 -13	-50%	-$1K	﹤0.01%	549
2015 Q2	$2K	Hold	26	–	–	﹤0.01%	528
2015 Q1	$2K	Hold	26	–	–	﹤0.01%	542
2014 Q4	$2K	Hold	26	–	–	﹤0.01%	490
2014 Q3	$2K	Hold	26	–	–	﹤0.01%	418
2014 Q2	$2K	Sell	26 -41,604	-100%	-$3.2M	﹤0.01%	432
2014 Q1	$2.27M	Buy	41,630 +4,554	+12%	+$248K	0.52%	32
2013 Q4	$1.81M	Buy	37,076 +6,392	+21%	+$311K	0.48%	55
2013 Q3	$1.38M	Buy	+30,684	New	+$1.38M	0.43%	76