JWM
Janiczek 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 | $32.2K | Buy |
963
+92
| +11% | +$3.08K | 0.01% | 477 |
|
|
2024
Q1 | $26.8K | Buy |
871
+248
| +40% | +$7.62K | 0.01% | 519 |
|
|
2023
Q4 | $20.8K | Buy |
623
+390
| +167% | +$13K | 0.01% | 535 |
|
|
2023
Q3 | $7.36K | Buy |
233
+120
| +106% | +$3.79K | ﹤0.01% | 682 |
|
|
2023
Q2 | $3.53K | Buy |
113
+95
| +528% | +$2.97K | ﹤0.01% | 701 |
|
|
2023
Q1 | $632 | Hold |
18
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $640 | Hold |
18
| – | – | ﹤0.01% | 891 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 844 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 879 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 931 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 905 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 815 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 740 |
|
|
2020
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 683 |
|