HB Wealth 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 | $1.15M | Sell |
34,765
-1,827
| -5% | -$60.4K | 0.01% | 484 |
|
|
2025
Q1 | $1.25M | Buy |
36,592
+4,502
| +14% | +$154K | 0.01% | 479 |
|
|
2024
Q4 | $1.03M | Buy |
32,090
+6,169
| +24% | +$198K | 0.01% | 407 |
|
|
2024
Q3 | $972K | Buy |
25,921
+344
| +1% | +$12.9K | 0.01% | 399 |
|
|
2024
Q2 | $854K | Buy |
25,577
+10,408
| +69% | +$348K | 0.01% | 397 |
|
|
2024
Q1 | $465K | Sell |
15,169
-3,377
| -18% | -$104K | 0.01% | 524 |
|
|
2023
Q4 | $618K | Buy |
18,546
+9,819
| +113% | +$327K | 0.01% | 404 |
|
|
2023
Q3 | $276K | Buy |
+8,727
| New | +$276K | ﹤0.01% | 590 |
|
|
2023
Q2 | – | Sell |
-6,767
| Closed | -$239K | – | 742 |
|
|
2023
Q1 | $239K | Sell |
6,767
-801
| -11% | -$28.3K | ﹤0.01% | 614 |
|
|
2022
Q4 | $270K | Buy |
+7,568
| New | +$270K | ﹤0.01% | 546 |
|