True Wealth Design’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9K | Buy |
1,176
+20
| +2% | +$661 | 0.01% | 245 |
|
|
2025
Q1 | $39.5K | Buy |
1,156
+895
| +343% | +$30.6K | 0.02% | 239 |
|
|
2024
Q4 | $8.37K | Buy |
261
+226
| +646% | +$7.25K | ﹤0.01% | 443 |
|
|
2024
Q3 | $1.31K | Buy |
35
+19
| +119% | +$712 | ﹤0.01% | 904 |
|
|
2024
Q2 | $535 | Hold |
16
| – | – | ﹤0.01% | 644 |
|
|
2024
Q1 | $491 | Buy |
16
+7
| +78% | +$215 | ﹤0.01% | 629 |
|
|
2023
Q4 | $300 | Hold |
9
| – | – | ﹤0.01% | 603 |
|
|
2023
Q3 | $285 | Hold |
9
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $282 | Hold |
9
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $318 | Hold |
9
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $321 | Buy |
+9
| New | +$321 | ﹤0.01% | 568 |
|