U.S. Capital Wealth Advisors’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 | $1.6M | Buy |
48,269
+20,619
| +75% | +$682K | 0.05% | 341 |
|
2025
Q1 | $946K | Buy |
+27,650
| New | +$946K | 0.03% | 436 |
|
2023
Q3 | – | Sell |
-52,241
| Closed | -$1.63M | – | 658 |
|
2023
Q2 | $1.63M | Buy |
52,241
+205
| +0.4% | +$6.41K | 0.08% | 246 |
|
2023
Q1 | $1.84M | Buy |
52,036
+2,814
| +6% | +$99.3K | 0.09% | 221 |
|
2022
Q4 | $1.76M | Sell |
49,222
-828
| -2% | -$29.5K | 0.08% | 229 |
|
2022
Q3 | $1.79M | Sell |
50,050
-2,370
| -5% | -$84.9K | 0.09% | 213 |
|
2022
Q2 | $1.86M | Buy |
52,420
+13,703
| +35% | +$485K | 0.08% | 230 |
|
2022
Q1 | $1.47M | Sell |
38,717
-82,144
| -68% | -$3.11M | 0.05% | 326 |
|
2021
Q4 | $4.46M | Sell |
120,861
-1,979
| -2% | -$72.9K | 0.18% | 131 |
|
2021
Q3 | $4.2M | Buy |
+122,840
| New | +$4.2M | 0.18% | 128 |
|