PWMG
Prestige Wealth Management Group’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
17,995
+17,814
| +9,842% | +$593K | 0.12% | 89 |
|
|
2025
Q1 | $6.24K | Buy |
181
+14
| +8% | +$482 | ﹤0.01% | 515 |
|
|
2024
Q4 | $5.37K | Hold |
167
| – | – | ﹤0.01% | 579 |
|
|
2024
Q3 | $6.3K | Hold |
167
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $5.61K | Buy |
167
+47
| +39% | +$1.58K | ﹤0.01% | 520 |
|
|
2024
Q1 | $3.71K | Sell |
120
-310
| -72% | -$9.58K | ﹤0.01% | 636 |
|
|
2023
Q4 | $14.3K | Buy |
430
+8
| +2% | +$267 | ﹤0.01% | 378 |
|
|
2023
Q3 | $13.4K | Buy |
422
+225
| +114% | +$7.15K | ﹤0.01% | 383 |
|
|
2023
Q2 | $6.2K | Sell |
197
-5,287
| -96% | -$166K | ﹤0.01% | 537 |
|
|
2023
Q1 | $195K | Buy |
5,484
+4,888
| +820% | +$173K | 0.05% | 153 |
|
|
2022
Q4 | $21.3K | Sell |
596
-3,618
| -86% | -$129K | 0.01% | 348 |
|
|
2022
Q3 | $151K | Buy |
4,214
+3,811
| +946% | +$137K | 0.04% | 151 |
|
|
2022
Q2 | $15K | Buy |
+403
| New | +$15K | ﹤0.01% | 381 |
|