Perigon Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $890K | Buy |
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|
2025
Q2 | $935K | Sell |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $893K | Buy |
|
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $719K | Sell |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $940K | Buy |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $946K | Buy |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $852K | Buy |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $753K | Buy |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.57M | Hold |
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|
2017
Q2 | $3.68M | Sell |
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|
2017
Q1 | $4.01M | Buy |
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|
2016
Q4 | $3.86M | Sell |
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|
2016
Q3 | $3.76M | Hold |
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|
2016
Q2 | $3.98M | Hold |
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|
2016
Q1 | $3.69M | Hold |
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|
2015
Q4 | $3.84M | Sell |
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|
2015
Q3 | $3.33M | Sell |
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|
2015
Q2 | $3.19M | Buy |
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|
2015
Q1 | $3.44M | Sell |
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|
2014
Q4 | $3.14M | Sell |
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|
2014
Q3 | $2.83M | Buy |
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|
2014
Q2 | $2.57M | Buy |
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|
2014
Q1 | $2.39M | Buy |
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|
2013
Q4 | $2.14M | Buy |
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