Optimum 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 | $16.5K | Buy |
+500
| New | +$16.5K | 0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-89
| Closed | -$3.14K | – | 725 |
|
|
2023
Q1 | $3.14K | Hold |
89
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $3.17K | Hold |
89
| – | – | ﹤0.01% | 656 |
|
|
2022
Q3 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 690 |
|
|
2020
Q4 | – | Sell |
-166
| Closed | -$5K | – | 901 |
|
|
2020
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 755 |
|
|
2020
Q2 | $5K | Buy |
166
+111
| +202% | +$3.34K | ﹤0.01% | 753 |
|
|
2020
Q1 | $1K | Sell |
55
-111
| -67% | -$2.02K | ﹤0.01% | 839 |
|
|
2019
Q4 | $5K | Hold |
166
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 881 |
|
|
2019
Q2 | $5K | Hold |
166
| – | – | ﹤0.01% | 845 |
|
|
2019
Q1 | $5K | Hold |
166
| – | – | ﹤0.01% | 892 |
|
|
2018
Q4 | $4K | Hold |
166
| – | – | ﹤0.01% | 864 |
|
|
2018
Q3 | $4K | Hold |
166
| – | – | ﹤0.01% | 931 |
|
|
2018
Q2 | $20K | Hold |
166
| – | – | 0.01% | 734 |
|
|
2018
Q1 | $20K | Buy |
+166
| New | +$20K | 0.01% | 708 |
|