Summit Financial’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 | $240K | Sell |
7,216
-446
| -6% | -$14.8K | 0.01% | 739 |
|
|
2025
Q1 | $262K | Sell |
7,662
-506
| -6% | -$17.3K | 0.01% | 641 |
|
|
2024
Q4 | $262K | Sell |
8,168
-291
| -3% | -$9.35K | 0.01% | 566 |
|
|
2024
Q3 | $319K | Buy |
8,459
+362
| +4% | +$13.7K | 0.01% | 450 |
|
|
2024
Q2 | $272K | Buy |
+8,097
| New | +$272K | 0.01% | 431 |
|