Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
11,895
+1,020
| +9% | +$33.7K | 0.01% | 1142 |
|
|
2025
Q1 | $372K | Buy |
10,875
+1,926
| +22% | +$65.9K | 0.01% | 1094 |
|
|
2024
Q4 | $287K | Buy |
8,949
+1,177
| +15% | +$37.8K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $291K | Sell |
7,772
-541
| -7% | -$20.3K | 0.01% | 1092 |
|
|
2024
Q2 | $278K | Buy |
8,313
+1,396
| +20% | +$46.6K | 0.01% | 1080 |
|
|
2024
Q1 | $212K | Buy |
+6,917
| New | +$212K | ﹤0.01% | 1164 |
|
|
2023
Q4 | – | Sell |
-6,597
| Closed | -$208K | – | 1257 |
|
|
2023
Q3 | $208K | Sell |
6,597
-75
| -1% | -$2.37K | 0.01% | 1018 |
|
|
2023
Q2 | $209K | Buy |
6,672
+325
| +5% | +$10.2K | 0.01% | 953 |
|
|
2023
Q1 | $224K | Buy |
+6,347
| New | +$224K | 0.01% | 880 |
|
|
2022
Q4 | – | Sell |
-5,705
| Closed | -$204K | – | 948 |
|
|
2022
Q3 | $204K | Buy |
+5,705
| New | +$204K | 0.01% | 784 |
|