RWPA
Richard W. Paul & Associates’s Keurig Dr Pepper KDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $284K | Sell |
8,576
-20
| -0.2% | -$661 | 0.1% | 152 |
|
2025
Q1 | $294K | Buy |
+8,596
| New | +$294K | 0.12% | 145 |
|
2023
Q2 | – | Sell |
-8,996
| Closed | -$317K | – | 561 |
|
2023
Q1 | $317K | Buy |
8,996
+213
| +2% | +$7.51K | 0.15% | 145 |
|
2022
Q4 | $313K | Buy |
+8,783
| New | +$313K | 0.16% | 142 |
|