TD Private Client Wealth’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
20,524
+9,437
| +85% | +$312K | 0.02% | 427 |
|
|
2025
Q1 | $379K | Sell |
11,087
-3,016
| -21% | -$103K | 0.01% | 489 |
|
|
2024
Q4 | $453K | Sell |
14,103
-95
| -0.7% | -$3.05K | 0.01% | 460 |
|
|
2024
Q3 | $532K | Buy |
14,198
+400
| +3% | +$15K | 0.02% | 450 |
|
|
2024
Q2 | $461K | Sell |
13,798
-5,490
| -28% | -$183K | 0.01% | 444 |
|
|
2024
Q1 | $592K | Buy |
19,288
+4,676
| +32% | +$143K | 0.02% | 424 |
|
|
2023
Q4 | $487K | Sell |
14,612
-12,578
| -46% | -$419K | 0.02% | 442 |
|
|
2023
Q3 | $858K | Sell |
27,190
-5,962
| -18% | -$188K | 0.04% | 332 |
|
|
2023
Q2 | $1.04M | Sell |
33,152
-1,723
| -5% | -$53.9K | 0.04% | 327 |
|
|
2023
Q1 | $1.23M | Buy |
34,875
+3,907
| +13% | +$138K | 0.06% | 293 |
|
|
2022
Q4 | $1.1M | Buy |
30,968
+1,914
| +7% | +$68.3K | 0.05% | 304 |
|
|
2022
Q3 | $1.04M | Buy |
29,054
+1,035
| +4% | +$37.1K | 0.05% | 301 |
|
|
2022
Q2 | $992K | Buy |
28,019
+7,653
| +38% | +$271K | 0.05% | 314 |
|
|
2022
Q1 | $772K | Sell |
20,366
-6,524
| -24% | -$247K | 0.03% | 369 |
|
|
2021
Q4 | $991K | Buy |
26,890
+26,699
| +13,979% | +$984K | 0.04% | 341 |
|
|
2021
Q3 | $6.53K | Buy |
191
+110
| +136% | +$3.76K | ﹤0.01% | 940 |
|
|
2021
Q2 | $2.85K | Hold |
81
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q1 | $2.78K | Sell |
81
-1,874
| -96% | -$64.4K | ﹤0.01% | 981 |
|
|
2020
Q4 | $62.6K | Hold |
1,955
| – | – | ﹤0.01% | 623 |
|
|
2020
Q3 | $54K | Sell |
1,955
-235
| -11% | -$6.49K | ﹤0.01% | 601 |
|
|
2020
Q2 | $62.2K | Buy |
2,190
+252
| +13% | +$7.16K | ﹤0.01% | 582 |
|
|
2020
Q1 | $47K | Buy |
1,938
+104
| +6% | +$2.52K | ﹤0.01% | 590 |
|
|
2019
Q4 | $53.1K | Buy |
+1,834
| New | +$53.1K | ﹤0.01% | 599 |
|