IWA
Icon Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
41,848
-460
| -1% | -$15.2K | 0.1% | 147 |
|
|
2025
Q1 | $1.45M | Buy |
42,308
+940
| +2% | +$32.2K | 0.12% | 126 |
|
|
2024
Q4 | $1.33M | Buy |
41,368
+209
| +0.5% | +$6.71K | 0.11% | 134 |
|
|
2024
Q3 | $1.54M | Sell |
41,159
-462
| -1% | -$17.3K | 0.13% | 117 |
|
|
2024
Q2 | $1.43M | Sell |
41,621
-7,935
| -16% | -$272K | 0.13% | 121 |
|
|
2024
Q1 | $1.52M | Sell |
49,556
-2,824
| -5% | -$86.6K | 0.14% | 116 |
|
|
2023
Q4 | $1.75M | Buy |
+52,380
| New | +$1.75M | 0.18% | 95 |
|
|
2022
Q4 | $2.92M | Buy |
81,874
+534
| +0.7% | +$19K | 0.34% | 72 |
|
|
2022
Q3 | $2.91M | Buy |
+81,340
| New | +$2.91M | 0.35% | 69 |
|