Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | 779 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 695 |
|
|
2019
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 691 |
|
|
2018
Q2 | – | Sell |
-760
| Closed | -$90K | – | 901 |
|
|
2018
Q1 | $90K | Hold |
760
| – | – | 0.05% | 250 |
|
|
2017
Q4 | $74K | Buy |
+760
| New | +$74K | 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 | +$2K | ﹤0.01% | 544 |
|