Legacy Financial Group (Iowa)’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Hold |
8,619
| – | – | 0.04% | 98 |
|
2025
Q1 | $295K | Hold |
8,619
| – | – | 0.05% | 92 |
|
2024
Q4 | $277K | Buy |
+8,619
| New | +$277K | 0.04% | 94 |
|
2024
Q3 | – | Sell |
-8,619
| Closed | -$288K | – | 79 |
|
2024
Q2 | $288K | Hold |
8,619
| – | – | 0.06% | 87 |
|
2024
Q1 | $264K | Buy |
+8,619
| New | +$264K | 0.05% | 86 |
|
2023
Q4 | – | Sell |
-8,618
| Closed | -$272K | – | 290 |
|
2023
Q3 | $272K | Buy |
+8,618
| New | +$272K | 0.06% | 79 |
|