StrategIQ Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$466K	Sell	13,984 -5	-0%	-$156	0.05%	220
2023 Q3	$442K	Buy	13,989 +5	+0%	+$165	0.05%	222
2023 Q2	$437K	Hold	13,984	–	–	0.05%	227
2023 Q1	$493K	Hold	13,984	–	–	0.06%	201
2022 Q4	$499K	Hold	13,984	–	–	0.06%	192
2022 Q3	$501K	Sell	13,984 -500	-3%	-$18.9K	0.06%	183
2022 Q2	$513K	Hold	14,484	–	–	0.06%	183
2022 Q1	$549K	Hold	14,484	–	–	0.06%	186
2021 Q4	$534K	Hold	14,484	–	–	0.05%	193
2021 Q3	$495K	Hold	14,484	–	–	0.1%	147
2021 Q2	$510K	Sell	14,484 -1,000	-6%	-$35.7K	0.1%	143
2021 Q1	$532K	Sell	15,484 -1,000	-6%	-$32.4K	0.11%	138
2020 Q4	$527K	Hold	16,484	–	–	0.12%	133
2020 Q3	$455K	Buy	16,484 +3,440	+26%	+$101K	0.11%	139
2020 Q2	$370K	Buy	+13,044	New	+$354K	0.1%	144