TW
Transform Wealth’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50,199
| Closed | -$1.78M | – | 267 |
|
|
2023
Q1 | $1.78M | Sell |
50,199
-114,540
| -70% | -$4.06M | 0.17% | 109 |
|
|
2022
Q4 | $5.87M | Sell |
164,739
-4,949
| -3% | -$176K | 0.66% | 52 |
|
|
2022
Q3 | $6.11M | Buy |
169,688
+5,046
| +3% | +$182K | 0.79% | 45 |
|
|
2022
Q2 | $5.86M | Buy |
164,642
+120,927
| +277% | +$4.3M | 0.87% | 45 |
|
|
2022
Q1 | $1.66M | Buy |
+43,715
| New | +$1.66M | 0.19% | 94 |
|