RAG
RIA Advisory Group’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
23,150
+229
| +1% | +$7.57K | 0.23% | 64 |
|
|
2025
Q1 | $784K | Buy |
22,921
+5,332
| +30% | +$182K | 0.26% | 67 |
|
|
2024
Q4 | $565K | Buy |
17,589
+11,832
| +206% | +$380K | 0.19% | 68 |
|
|
2024
Q3 | $216K | Buy |
+5,757
| New | +$216K | 0.08% | 120 |
|
|
2024
Q1 | – | Sell |
-8,953
| Closed | -$501K | – | 166 |
|
|
2023
Q4 | $501K | Sell |
8,953
-13,008
| -59% | -$727K | 0.21% | 59 |
|
|
2023
Q3 | $693K | Buy |
21,961
+804
| +4% | +$25.4K | 0.31% | 41 |
|
|
2023
Q2 | $662K | Buy |
21,157
+6,049
| +40% | +$189K | 0.28% | 55 |
|
|
2023
Q1 | $535K | Buy |
+15,108
| New | +$535K | 0.25% | 61 |
|