IHT Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,024
| Closed | -$246K | – | 1055 |
|
|
2024
Q1 | $246K | Buy |
8,024
+391
| +5% | +$12K | 0.01% | 871 |
|
|
2023
Q4 | $254K | Sell |
7,633
-1,225
| -14% | -$40.8K | 0.01% | 830 |
|
|
2023
Q3 | $280K | Buy |
8,858
+1,495
| +20% | +$47.2K | 0.01% | 757 |
|
|
2023
Q2 | $230K | Sell |
7,363
-55
| -0.7% | -$1.72K | 0.01% | 822 |
|
|
2023
Q1 | $262K | Buy |
+7,418
| New | +$262K | 0.01% | 743 |
|
|
2018
Q2 | – | Sell |
-310
| Closed | -$37K | – | 925 |
|
|
2018
Q1 | $37K | Buy |
310
+50
| +19% | +$5.97K | 0.01% | 773 |
|
|
2017
Q4 | $25K | Hold |
260
| – | – | 0.01% | 919 |
|
|
2017
Q3 | $23K | Sell |
260
-31
| -11% | -$2.74K | 0.01% | 732 |
|
|
2017
Q2 | $290 | Sell |
291
-107
| -27% | -$107 | 0.14% | 184 |
|
|
2017
Q1 | $39K | Sell |
398
-309
| -44% | -$30.3K | 0.03% | 482 |
|
|
2016
Q4 | $64K | Buy |
+707
| New | +$64K | 0.05% | 340 |
|