WealthSource Partners’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Buy |
30,446
+231
| +0.8% | +$7.7K | 0.07% | 195 |
|
|
2023
Q3 | $954K | Buy |
30,215
+191
| +0.6% | +$6.03K | 0.07% | 199 |
|
|
2023
Q2 | $939K | Buy |
30,024
+169
| +0.6% | +$5.29K | 0.06% | 201 |
|
|
2023
Q1 | $1.05M | Hold |
29,855
| – | – | 0.07% | 189 |
|
|
2022
Q4 | $1.06M | Buy |
29,855
+153
| +0.5% | +$5.46K | 0.08% | 187 |
|
|
2022
Q3 | $1.06M | Buy |
29,702
+157
| +0.5% | +$5.62K | 0.08% | 182 |
|
|
2022
Q2 | $1.05M | Buy |
29,545
+149
| +0.5% | +$5.28K | 0.08% | 185 |
|
|
2022
Q1 | $1.11M | Buy |
29,396
+143
| +0.5% | +$5.42K | 0.08% | 199 |
|
|
2021
Q4 | $1.08M | Buy |
29,253
+155
| +0.5% | +$5.71K | 0.09% | 175 |
|
|
2021
Q3 | $994K | Buy |
29,098
+152
| +0.5% | +$5.19K | 0.09% | 175 |
|
|
2021
Q2 | $1.02M | Sell |
28,946
-4,859
| -14% | -$171K | 0.09% | 162 |
|
|
2021
Q1 | $1.16M | Sell |
33,805
-19,744
| -37% | -$679K | 0.12% | 136 |
|
|
2020
Q4 | $1.71M | Sell |
53,549
-140
| -0.3% | -$4.48K | 0.2% | 65 |
|
|
2020
Q3 | $1.48M | Buy |
+53,689
| New | +$1.48M | 0.2% | 69 |
|