United Asset Strategies’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 |
-21,107
| Closed | -$678K | – | 243 |
|
|
2024
Q4 | $678K | Buy |
21,107
+964
| +5% | +$31K | 0.06% | 163 |
|
|
2024
Q3 | $755K | Buy |
20,143
+23
| +0.1% | +$862 | 0.07% | 160 |
|
|
2024
Q2 | $672K | Sell |
20,120
-1,516
| -7% | -$50.6K | 0.07% | 166 |
|
|
2024
Q1 | $664K | Buy |
21,636
+2,222
| +11% | +$68.1K | 0.07% | 178 |
|
|
2023
Q4 | $647K | Buy |
19,414
+107
| +0.6% | +$3.57K | 0.07% | 176 |
|
|
2023
Q3 | $610K | Buy |
+19,307
| New | +$610K | 0.08% | 168 |
|