HM Payson & Co’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
Q1 | $729K | Sell |
21,315
-600
| -3% | -$20.5K | 0.01% | 242 |
|
|
2024
Q4 | $704K | Buy |
21,915
+1,566
| +8% | +$50.3K | 0.01% | 245 |
|
|
2024
Q3 | $763K | Buy |
20,349
+7,607
| +60% | +$285K | 0.01% | 244 |
|
|
2024
Q2 | $426K | Buy |
+12,742
| New | +$426K | 0.01% | 298 |
|
|
2023
Q4 | – | Sell |
-365
| Closed | -$11.5K | – | 1007 |
|
|
2023
Q3 | $11.5K | Buy |
+365
| New | +$11.5K | ﹤0.01% | 800 |
|