Schwarz Dygos Wheeler Investment 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
2024 Q2	–	Sell	-18,739	Closed	-$575K	–	145
2024 Q1	$575K	Buy	18,739 +3,939	+27%	+$121K	0.16%	92
2023 Q4	$493K	Buy	14,800 +3,800	+35%	+$127K	0.15%	93
2023 Q3	$347K	Buy	11,000 +3,000	+38%	+$94.7K	0.12%	105
2023 Q2	$250K	Buy	+8,000	New	+$250K	0.08%	121