LA
Legacy Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,874
| Closed | -$788K | – | 222 |
|
|
2025
Q1 | $788K | Sell |
22,874
-1,159
| -5% | -$39.9K | 0.08% | 196 |
|
|
2024
Q4 | $772K | Sell |
24,033
-401
| -2% | -$12.9K | 0.07% | 200 |
|
|
2024
Q3 | $916K | Buy |
24,434
+8,593
| +54% | +$322K | 0.1% | 164 |
|
|
2024
Q2 | $532K | Buy |
+15,841
| New | +$532K | 0.06% | 199 |
|
|
2019
Q2 | – | Sell |
-85
| Closed | -$2K | – | 394 |
|
|
2019
Q1 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 383 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$2K | – | 254 |
|
|
2018
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 443 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$10K | – | 433 |
|
|
2018
Q1 | $10K | Hold |
85
| – | – | 0.01% | 269 |
|
|
2017
Q4 | $8K | Hold |
85
| – | – | 0.01% | 274 |
|
|
2017
Q3 | $7K | Buy |
+85
| New | +$7K | 0.01% | 251 |
|