Lee Financial’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
Q1 | – | Sell |
-55
| Closed | -$1.83K | – | 512 |
|
|
2023
Q4 | $1.83K | Buy |
+55
| New | +$1.83K | ﹤0.01% | 759 |
|
|
2023
Q3 | – | Sell |
-327
| Closed | -$10.3K | – | 849 |
|
|
2023
Q2 | $10.3K | Buy |
+327
| New | +$10.3K | ﹤0.01% | 405 |
|
|
2023
Q1 | – | Sell |
-672
| Closed | -$24K | – | 882 |
|
|
2022
Q4 | $24K | Hold |
672
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $24K | Buy |
672
+12
| +2% | +$429 | ﹤0.01% | 312 |
|
|
2022
Q2 | $23K | Hold |
660
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $25K | Hold |
660
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $24K | Hold |
660
| – | – | ﹤0.01% | 342 |
|
|
2021
Q3 | $23K | Hold |
660
| – | – | ﹤0.01% | 316 |
|
|
2021
Q2 | $23K | Hold |
660
| – | – | ﹤0.01% | 308 |
|
|
2021
Q1 | $23K | Hold |
660
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $21K | Hold |
660
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $18K | Buy |
+660
| New | +$18K | 0.01% | 320 |
|
|
2018
Q1 | – | Sell |
-275
| Closed | -$27K | – | 761 |
|
|
2017
Q4 | $27K | Hold |
275
| – | – | 0.01% | 230 |
|
|
2017
Q3 | $24K | Hold |
275
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $25K | Hold |
275
| – | – | 0.01% | 230 |
|
|
2017
Q1 | $27K | Hold |
275
| – | – | 0.01% | 199 |
|
|
2016
Q4 | $25K | Buy |
+275
| New | +$25K | 0.01% | 211 |
|