Kelly Financial Services’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47
| Closed | -$1.58K | – | 458 |
|
|
2024
Q2 | $1.58K | Hold |
47
| – | – | ﹤0.01% | 613 |
|
|
2024
Q1 | $1.44K | Hold |
47
| – | – | ﹤0.01% | 628 |
|
|
2023
Q4 | $1.56K | Buy |
47
+1
| +2% | +$33 | ﹤0.01% | 610 |
|
|
2023
Q3 | $1.46K | Hold |
46
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $1.44K | Hold |
46
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $1.62K | Hold |
46
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $1.63K | Buy |
46
+1
| +2% | +$35 | ﹤0.01% | 523 |
|
|
2022
Q3 | $1.62K | Hold |
45
| – | – | ﹤0.01% | 529 |
|
|
2022
Q2 | $1.6K | Hold |
45
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $1.7K | Hold |
45
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $1.65K | Buy |
45
+1
| +2% | +$37 | ﹤0.01% | 563 |
|
|
2021
Q3 | $1.52K | Sell |
44
-1,513
| -97% | -$52.2K | ﹤0.01% | 547 |
|
|
2021
Q2 | $44K | Buy |
1,557
+1,513
| +3,439% | +$42.8K | ﹤0.01% | 474 |
|
|
2021
Q1 | $1.51K | Hold |
44
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $1.4K | Hold |
44
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $1.2K | Buy |
44
+1
| +2% | +$27 | ﹤0.01% | 476 |
|
|
2020
Q2 | $1.23K | Hold |
43
| – | – | ﹤0.01% | 480 |
|
|
2020
Q1 | $1.05K | Hold |
43
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $1.24K | Hold |
43
| – | – | ﹤0.01% | 461 |
|
|
2019
Q3 | $1.17K | Buy |
43
+1
| +2% | +$27 | ﹤0.01% | 450 |
|
|
2019
Q2 | $1.23K | Hold |
42
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $1.18K | Buy |
+42
| New | +$1.18K | ﹤0.01% | 415 |
|