Mason Investment Advisory Services’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,779
| Closed | -$277K | – | 78 |
|
|
2022
Q4 | $277K | Sell |
7,779
-568
| -7% | -$20.3K | 0.03% | 70 |
|
|
2022
Q3 | $299K | Buy |
8,347
+413
| +5% | +$14.8K | 0.03% | 67 |
|
|
2022
Q2 | $281K | Sell |
7,934
-25,794
| -76% | -$913K | 0.03% | 63 |
|
|
2022
Q1 | $1.28M | Hold |
33,728
| – | – | 0.11% | 39 |
|
|
2021
Q4 | $1.24M | Buy |
+33,728
| New | +$1.24M | 0.1% | 42 |
|