Icon Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.32M Sell
2023
Q2
$1.72M Sell
2023
Q1
$2.44M Buy
2022
Q2
$2.67M Buy
2022
Q1
$1.76M Buy
2018
Q3
Sell
2018
Q2
$11K Buy
2018
Q1
Sell
2017
Q4
$55K Buy