LWMM
Legacy Wealth Management (Mississippi)’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,567
| Closed | -$1.33M | – | 76 |
|
|
2023
Q1 | $1.33M | Hold |
37,567
| – | – | 0.73% | 38 |
|
|
2022
Q4 | $1.34M | Hold |
37,567
| – | – | 0.79% | 37 |
|
|
2022
Q3 | $1.35M | Hold |
37,567
| – | – | 0.91% | 36 |
|
|
2022
Q2 | $1.33M | Sell |
37,567
-2,410
| -6% | -$85.3K | 0.81% | 42 |
|
|
2022
Q1 | $1.52M | Buy |
39,977
+91
| +0.2% | +$3.45K | 0.79% | 40 |
|
|
2021
Q4 | $1.47M | Buy |
39,886
+69
| +0.2% | +$2.54K | 0.75% | 40 |
|
|
2021
Q3 | $1.36M | Hold |
39,817
| – | – | 0.73% | 42 |
|
|
2021
Q2 | $1.4M | Hold |
39,817
| – | – | 0.78% | 40 |
|
|
2021
Q1 | $1.37M | Hold |
39,817
| – | – | 0.83% | 38 |
|
|
2020
Q4 | $1.27M | Buy |
39,817
+18,990
| +91% | +$608K | 0.81% | 39 |
|
|
2020
Q3 | $575K | Hold |
20,827
| – | – | 0.4% | 62 |
|
|
2020
Q2 | $591K | Buy |
20,827
+1,150
| +6% | +$32.7K | 0.45% | 61 |
|
|
2020
Q1 | $478K | Buy |
+19,677
| New | +$478K | 0.44% | 61 |
|