Retirement Guys Formula’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,570
| Closed | -$485K | – | 141 |
|
|
2023
Q4 | $485K | Sell |
14,570
-138
| -0.9% | -$4.6K | 0.26% | 91 |
|
|
2023
Q3 | $464K | Buy |
14,708
+444
| +3% | +$14K | 0.32% | 90 |
|
|
2023
Q2 | $446K | Buy |
14,264
+4,275
| +43% | +$134K | 0.26% | 105 |
|
|
2023
Q1 | $352K | Buy |
9,989
+1,684
| +20% | +$59.4K | 0.25% | 105 |
|
|
2022
Q4 | $296K | Buy |
+8,305
| New | +$296K | 0.24% | 106 |
|