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Heritage Oak Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,215
Closed -$208K – 182
2024
Q2 		$208K Buy
+6,215
New +$208K 0.1% 88