SWM
Sendero Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
222,823
-7,609
| -3% | -$252K | 0.92% | 23 |
|
|
2025
Q1 | $7.89M | Buy |
230,432
+82,273
| +56% | +$2.82M | 1.09% | 23 |
|
|
2024
Q4 | $4.76M | Buy |
+148,159
| New | +$4.76M | 0.71% | 34 |
|
|
2023
Q1 | – | Sell |
-24,434
| Closed | -$871K | – | 107 |
|
|
2022
Q4 | $871K | Sell |
24,434
-28,238
| -54% | -$1.01M | 0.31% | 63 |
|
|
2022
Q3 | $1.89M | Sell |
52,672
-232
| -0.4% | -$8.31K | 0.78% | 18 |
|
|
2022
Q2 | $1.87M | Buy |
52,904
+13,411
| +34% | +$475K | 1.79% | 10 |
|
|
2022
Q1 | $1.5M | Sell |
39,493
-5,176
| -12% | -$196K | 0.69% | 19 |
|
|
2021
Q4 | $1.65M | Buy |
+44,669
| New | +$1.65M | 0.73% | 21 |
|