OneDigital Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
6,392
+268
| +4% | +$8.86K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $210K | Buy |
+6,124
| New | +$210K | ﹤0.01% | 1306 |
|
|
2024
Q4 | – | Sell |
-31,358
| Closed | -$1.18M | – | 1470 |
|
|
2024
Q3 | $1.18M | Sell |
31,358
-4,509
| -13% | -$169K | 0.01% | 597 |
|
|
2024
Q2 | $1.2M | Buy |
+35,867
| New | +$1.2M | 0.02% | 558 |
|
|
2019
Q3 | – | Sell |
-144
| Closed | -$4K | – | 834 |
|
|
2019
Q2 | $4K | Hold |
144
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $4K | Hold |
144
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 978 |
|
|
2018
Q3 | $3K | Sell |
144
-153
| -52% | -$3.19K | ﹤0.01% | 963 |
|
|
2018
Q2 | $36K | Sell |
297
-66
| -18% | -$8K | 0.01% | 598 |
|
|
2018
Q1 | $43K | Hold |
363
| – | – | 0.01% | 562 |
|
|
2017
Q4 | $35K | Hold |
363
| – | – | ﹤0.01% | 609 |
|
|
2017
Q3 | $32K | Hold |
363
| – | – | 0.01% | 493 |
|
|
2017
Q2 | $33K | Buy |
+363
| New | +$33K | 0.01% | 585 |
|