IFP Advisors’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $135K | Sell |
2,477
-496
| -17% | -$27.1K | ﹤0.01% | 1472 |
|
2025
Q1 | $106K | Buy |
2,973
+86
| +3% | +$3.05K | ﹤0.01% | 1500 |
|
2024
Q4 | $96.3K | Buy |
2,887
+433
| +18% | +$14.4K | ﹤0.01% | 1480 |
|
2024
Q3 | $92K | Sell |
2,454
-1,346
| -35% | -$50.4K | ﹤0.01% | 1444 |
|
2024
Q2 | $127K | Sell |
3,800
-2,019
| -35% | -$67.4K | 0.01% | 1259 |
|
2024
Q1 | $178K | Sell |
5,819
-170
| -3% | -$5.21K | 0.01% | 1051 |
|
2023
Q4 | $200K | Buy |
5,989
+1,137
| +23% | +$37.9K | 0.01% | 944 |
|
2023
Q3 | $153K | Buy |
4,852
+3,546
| +272% | +$112K | 0.01% | 1087 |
|
2023
Q2 | $40.8K | Sell |
1,306
-120
| -8% | -$3.75K | ﹤0.01% | 1695 |
|
2023
Q1 | $31.6K | Sell |
1,426
-367
| -20% | -$8.15K | ﹤0.01% | 1799 |
|
2022
Q4 | $46K | Sell |
1,793
-642
| -26% | -$16.5K | ﹤0.01% | 2300 |
|
2022
Q3 | $61K | Buy |
2,435
+389
| +19% | +$9.75K | ﹤0.01% | 2220 |
|
2022
Q2 | $51K | Hold |
2,046
| – | – | ﹤0.01% | 2162 |
|
2022
Q1 | $51K | Buy |
2,046
+431
| +27% | +$10.7K | ﹤0.01% | 2162 |
|
2021
Q4 | $60K | Sell |
1,615
-55
| -3% | -$2.04K | ﹤0.01% | 1465 |
|
2021
Q3 | $58K | Sell |
1,670
-2,504
| -60% | -$87K | ﹤0.01% | 1476 |
|
2021
Q2 | $149K | Buy |
4,174
+982
| +31% | +$35.1K | ﹤0.01% | 1050 |
|
2021
Q1 | $109K | Buy |
3,192
+33
| +1% | +$1.13K | ﹤0.01% | 1140 |
|
2020
Q4 | $106K | Buy |
3,159
+1,545
| +96% | +$51.8K | ﹤0.01% | 1108 |
|
2020
Q3 | $45K | Buy |
1,614
+144
| +10% | +$4.02K | ﹤0.01% | 1325 |
|
2020
Q2 | $42K | Buy |
1,470
+709
| +93% | +$20.3K | ﹤0.01% | 1293 |
|
2020
Q1 | $20K | Sell |
761
-366
| -32% | -$9.62K | ﹤0.01% | 1472 |
|
2019
Q4 | $32K | Buy |
1,127
+14
| +1% | +$398 | ﹤0.01% | 1431 |
|
2019
Q3 | $30K | Buy |
+1,113
| New | +$30K | ﹤0.01% | 1592 |
|
2019
Q1 | $39K | Sell |
1,365
-546
| -29% | -$15.6K | 0.01% | 1066 |
|
2018
Q4 | $49K | Sell |
1,911
-104
| -5% | -$2.67K | ﹤0.01% | 1616 |
|
2018
Q3 | $47K | Sell |
2,015
-2,842
| -59% | -$66.3K | ﹤0.01% | 1916 |
|
2018
Q2 | $593K | Sell |
4,857
-870
| -15% | -$106K | 0.02% | 593 |
|
2018
Q1 | $556K | Hold |
5,727
| – | – | 0.03% | 583 |
|
2017
Q4 | $556K | Sell |
5,727
-411
| -7% | -$39.9K | 0.03% | 581 |
|
2017
Q3 | $543K | Buy |
6,138
+257
| +4% | +$22.7K | 0.02% | 660 |
|
2017
Q2 | $536K | Sell |
5,881
-455
| -7% | -$41.5K | 0.02% | 656 |
|
2017
Q1 | $620K | Sell |
6,336
-103
| -2% | -$10.1K | 0.03% | 580 |
|
2016
Q4 | $584K | Buy |
6,439
+1,893
| +42% | +$172K | 0.03% | 555 |
|
2016
Q3 | $415K | Buy |
4,546
+92
| +2% | +$8.4K | 0.02% | 640 |
|
2016
Q2 | $430K | Buy |
4,454
+3,089
| +226% | +$298K | 0.02% | 601 |
|
2016
Q1 | $39K | Sell |
1,365
-1,585
| -54% | -$45.3K | 0.01% | 1066 |
|
2015
Q4 | $275K | Buy |
+2,950
| New | +$275K | 0.02% | 703 |
|