Operose Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-373
| Closed | -$14K | – | 540 |
|
|
2024
Q3 | $14K | Hold |
373
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $12.5K | Hold |
373
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $11.4K | Hold |
373
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $12.4K | Sell |
373
-1,300
| -78% | -$43.3K | 0.01% | 433 |
|
|
2023
Q3 | $52.8K | Buy |
1,673
+373
| +29% | +$11.8K | 0.02% | 303 |
|
|
2023
Q2 | $40.7K | Sell |
1,300
-500
| -28% | -$15.6K | 0.02% | 175 |
|
|
2023
Q1 | $63.5K | Buy |
+1,800
| New | +$63.5K | 0.03% | 143 |
|