MWM
Mindset Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
24,267
+3,026
| +14% | +$100K | 0.26% | 39 |
|
|
2025
Q1 | $727K | Buy |
21,241
+307
| +1% | +$10.5K | 0.28% | 35 |
|
|
2024
Q4 | $672K | Buy |
20,934
+2,961
| +16% | +$95.1K | 0.25% | 41 |
|
|
2024
Q3 | $674K | Buy |
+17,973
| New | +$674K | 0.28% | 35 |
|