LCWP
Legacy Capital Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $366K | Sell |
11,082
-460
| -4% | -$15.2K | 0.08% | 268 |
|
2025
Q1 | $395K | Sell |
11,542
-974
| -8% | -$33.3K | 0.1% | 234 |
|
2024
Q4 | $402K | Sell |
12,516
-1,889
| -13% | -$60.7K | 0.1% | 217 |
|
2024
Q3 | $540K | Buy |
14,405
+5,789
| +67% | +$217K | 0.11% | 181 |
|
2024
Q2 | $288K | Buy |
+8,616
| New | +$288K | 0.07% | 243 |
|