Plante Moran Financial Advisors’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
2021 Q4	–	Sell	-60	Closed	-$2K	–	1063
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	867
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	881
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	917
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	779
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	780
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	673
2020 Q1	$1K	Hold	60	–	–	﹤0.01%	696
2019 Q4	$2K	Buy	+60	New	+$1.72K	﹤0.01%	692
2018 Q2	–	Sell	-760	Closed	-$90K	–	903
2018 Q1	$90K	Hold	760	–	–	0.05%	252
2017 Q4	$74K	Buy	+760	New	+$68.2K	0.04%	271
2014 Q3	–	Sell	-49	Closed	-$3K	–	826
2014 Q2	$3K	Hold	49	–	–	﹤0.01%	725
2014 Q1	$3K	Hold	49	–	–	﹤0.01%	530
2013 Q4	$2K	Hold	49	–	–	﹤0.01%	626
2013 Q3	$2K	Hold	49	–	–	﹤0.01%	559
2013 Q2	$2K	Buy	+49	New	+$2.33K	﹤0.01%	544