Venturi Wealth Management’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 |
-251
| Closed | -$8.06K | – | 1254 |
|
|
2024
Q4 | $8.06K | Sell |
251
-533
| -68% | -$17.1K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $29.4K | Sell |
784
-1,448
| -65% | -$54.3K | ﹤0.01% | 917 |
|
|
2024
Q2 | $74.6K | Buy |
2,232
+1,993
| +834% | +$66.6K | ﹤0.01% | 565 |
|
|
2024
Q1 | $7.33K | Sell |
239
-13
| -5% | -$399 | ﹤0.01% | 997 |
|
|
2023
Q4 | $8.4K | Buy |
252
+17
| +7% | +$566 | ﹤0.01% | 908 |
|
|
2023
Q3 | $7.42K | Buy |
235
+149
| +173% | +$4.7K | ﹤0.01% | 863 |
|
|
2023
Q2 | $2.69K | Buy |
86
+8
| +10% | +$250 | ﹤0.01% | 862 |
|
|
2023
Q1 | $2.75K | Buy |
+78
| New | +$2.75K | ﹤0.01% | 944 |
|