Laird Norton Wetherby Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
+21,283
| New | +$704K | 0.03% | 467 |
|
|
2024
Q4 | $557K | Sell |
17,352
-3,059
| -15% | -$98.3K | 0.03% | 493 |
|
|
2024
Q3 | $765K | Buy |
20,411
+1,833
| +10% | +$68.7K | 0.04% | 428 |
|
|
2024
Q2 | $621K | Buy |
18,578
+3,516
| +23% | +$117K | 0.03% | 478 |
|
|
2024
Q1 | $462K | Sell |
15,062
-5,299
| -26% | -$163K | 0.02% | 582 |
|
|
2023
Q4 | $678K | Sell |
20,361
-625
| -3% | -$20.8K | 0.04% | 446 |
|
|
2023
Q3 | $663K | Buy |
20,986
+9,028
| +75% | +$285K | 0.04% | 433 |
|
|
2023
Q2 | $374K | Sell |
11,958
-5,836
| -33% | -$182K | 0.02% | 639 |
|
|
2023
Q1 | $628K | Sell |
17,794
-415
| -2% | -$14.6K | 0.04% | 459 |
|
|
2022
Q4 | $649K | Sell |
18,209
-7,774
| -30% | -$277K | 0.04% | 429 |
|
|
2022
Q3 | $931K | Buy |
25,983
+6,096
| +31% | +$218K | 0.07% | 308 |
|
|
2022
Q2 | $704K | Sell |
19,887
-4,562
| -19% | -$161K | 0.05% | 382 |
|
|
2022
Q1 | $927K | Buy |
24,449
+3,320
| +16% | +$126K | 0.05% | 331 |
|
|
2021
Q4 | $779K | Buy |
21,129
+4,507
| +27% | +$166K | 0.04% | 375 |
|
|
2021
Q3 | $568K | Buy |
16,622
+4,341
| +35% | +$148K | 0.04% | 464 |
|
|
2021
Q2 | $433K | Buy |
12,281
+4,123
| +51% | +$145K | 0.03% | 560 |
|
|
2021
Q1 | $281K | Sell |
8,158
-979
| -11% | -$33.7K | 0.02% | 623 |
|
|
2020
Q4 | $293K | Buy |
9,137
+1,370
| +18% | +$43.9K | 0.02% | 666 |
|
|
2020
Q3 | $214K | Sell |
7,767
-1,206
| -13% | -$33.2K | 0.02% | 628 |
|
|
2020
Q2 | $255K | Sell |
8,973
-769
| -8% | -$21.9K | 0.02% | 573 |
|
|
2020
Q1 | $236K | Buy |
+9,742
| New | +$236K | 0.03% | 524 |
|
|
2018
Q2 | – | Sell |
-5,726
| Closed | -$678K | – | 655 |
|
|
2018
Q1 | $678K | Sell |
5,726
-435
| -7% | -$51.5K | 0.09% | 259 |
|
|
2017
Q4 | $598K | Sell |
6,161
-309
| -5% | -$30K | 0.08% | 305 |
|
|
2017
Q3 | $572K | Buy |
6,470
+1,094
| +20% | +$96.7K | 0.09% | 296 |
|
|
2017
Q2 | $489K | Buy |
5,376
+761
| +16% | +$69.2K | 0.08% | 304 |
|
|
2017
Q1 | $452K | Buy |
4,615
+2,192
| +90% | +$215K | 0.08% | 314 |
|
|
2016
Q4 | $219K | Buy |
+2,423
| New | +$219K | 0.04% | 478 |
|