Union Heritage Capital’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,300
Closed -$454K 59
2021
Q3
$454K Hold
13,300
0.21% 59
2021
Q2
$468K Hold
13,300
0.22% 59
2021
Q1
$457K Buy
+13,300
New +$457K 0.23% 59