Spire Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1K | Buy |
427
+205
| +92% | +$6.78K | ﹤0.01% | 1613 |
|
2025
Q1 | $7.6K | Sell |
222
-79
| -26% | -$2.7K | ﹤0.01% | 1927 |
|
2024
Q4 | $9.66K | Buy |
301
+131
| +77% | +$4.2K | ﹤0.01% | 1841 |
|
2024
Q3 | $6.37K | Buy |
170
+27
| +19% | +$1.01K | ﹤0.01% | 1764 |
|
2024
Q2 | $4.78K | Sell |
143
-86
| -38% | -$2.87K | ﹤0.01% | 1835 |
|
2024
Q1 | $7.03K | Buy |
229
+150
| +190% | +$4.61K | ﹤0.01% | 1829 |
|
2023
Q4 | $2.52K | Sell |
79
-444
| -85% | -$14.2K | ﹤0.01% | 2100 |
|
2023
Q3 | $16.5K | Sell |
523
-280
| -35% | -$8.84K | ﹤0.01% | 1577 |
|
2023
Q2 | $25.1K | Sell |
803
-13,216
| -94% | -$413K | ﹤0.01% | 1492 |
|
2023
Q1 | $495K | Buy |
14,019
+12,098
| +630% | +$427K | 0.02% | 495 |
|
2022
Q4 | $69K | Buy |
1,921
+1,179
| +159% | +$42.3K | ﹤0.01% | 874 |
|
2022
Q3 | $27K | Sell |
742
-21,965
| -97% | -$799K | ﹤0.01% | 1206 |
|
2022
Q2 | $804K | Buy |
22,707
+16,056
| +241% | +$569K | 0.03% | 371 |
|
2022
Q1 | $252K | Buy |
6,651
+5,796
| +678% | +$220K | 0.01% | 789 |
|
2021
Q4 | $32K | Buy |
855
+680
| +389% | +$25.5K | ﹤0.01% | 1918 |
|
2021
Q3 | $6K | Buy |
175
+100
| +133% | +$3.43K | ﹤0.01% | 2236 |
|
2021
Q2 | $3K | Sell |
75
-1,201
| -94% | -$48K | ﹤0.01% | 2416 |
|
2021
Q1 | $44K | Buy |
+1,276
| New | +$44K | ﹤0.01% | 1790 |
|