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