Provenance Wealth 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 | – | Sell |
-89
| Closed | -$3.05K | – | 487 |
|
|
2025
Q1 | $3.05K | Hold |
89
| – | – | ﹤0.01% | 378 |
|
|
2024
Q4 | $2.86K | Hold |
89
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $3.34K | Hold |
89
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $2.97K | Hold |
89
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $2.73K | Hold |
89
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $2.97K | Buy |
89
+1
| +1% | +$33 | ﹤0.01% | 406 |
|
|
2023
Q3 | $2.78K | Buy |
+88
| New | +$2.78K | ﹤0.01% | 296 |
|