Ulland Investment 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
Q1 | – | Sell |
-315
| Closed | -$10K | – | 225 |
|
|
2024
Q4 | $10K | Hold |
315
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $12K | Hold |
315
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $11K | Hold |
315
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $10K | Sell |
315
-1,185
| -79% | -$37.6K | 0.01% | 176 |
|
|
2023
Q4 | $50K | Buy |
+1,500
| New | +$50K | 0.05% | 105 |
|