Wealth Enhancement Advisory Services’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 | $2.09M | Buy |
61,792
+24,103
| +64% | +$814K | ﹤0.01% | 1326 |
|
|
2025
Q1 | $1.29M | Buy |
37,689
+12,157
| +48% | +$416K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $820K | Buy |
25,532
+2,355
| +10% | +$75.6K | ﹤0.01% | 1648 |
|
|
2024
Q3 | $869K | Buy |
23,177
+7,477
| +48% | +$280K | ﹤0.01% | 1471 |
|
|
2024
Q2 | $524K | Buy |
15,700
+1,478
| +10% | +$49.4K | ﹤0.01% | 1621 |
|
|
2024
Q1 | $436K | Buy |
14,222
+478
| +3% | +$14.7K | ﹤0.01% | 1665 |
|
|
2023
Q4 | $458K | Buy |
13,744
+203
| +1% | +$6.76K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $427K | Buy |
+13,541
| New | +$427K | ﹤0.01% | 1519 |
|
|
2023
Q2 | – | Sell |
-34,496
| Closed | -$1.22M | – | 546 |
|
|
2023
Q1 | $1.22M | Buy |
+34,496
| New | +$1.22M | 0.01% | 283 |
|
|
2017
Q1 | – | Sell |
-12,382
| Closed | -$1.12M | – | 159 |
|
|
2016
Q4 | $1.12M | Buy |
+12,382
| New | +$1.12M | 0.14% | 80 |
|