JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.81K | Sell |
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|
2025
Q2 | $11.9K | Sell |
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|
2025
Q1 | $13K | Buy |
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|
2024
Q4 | $8.45K | Buy |
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|
2024
Q3 | $9.78K | Buy |
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|
2024
Q2 | $8.55K | Sell |
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|
2024
Q1 | $9.32K | Sell |
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|
2023
Q4 | $15.2K | Buy |
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|
2023
Q3 | $3.22K | Sell |
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|
2023
Q2 | $5.69K | Sell |
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|
2023
Q1 | $6.56K | Sell |
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|
2022
Q4 | $7.49K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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