Horan Securities’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,135
| Closed | -$230K | – | 137 |
|
2024
Q3 | $230K | Sell |
6,135
-90
| -1% | -$3.37K | 0.09% | 122 |
|
2024
Q2 | $208K | Buy |
+6,225
| New | +$208K | 0.09% | 116 |
|
2024
Q1 | – | Sell |
-6,174
| Closed | -$206K | – | 117 |
|
2023
Q4 | $206K | Buy |
+6,174
| New | +$206K | 0.1% | 104 |
|