West Family Investments’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 | $289K | Sell |
8,729
-396
| -4% | -$13.1K | 0.08% | 265 |
|
|
2025
Q1 | $312K | Buy |
+9,125
| New | +$312K | 0.12% | 166 |
|
|
2024
Q4 | – | Sell |
-8,268
| Closed | -$310K | – | 300 |
|
|
2024
Q3 | $310K | Buy |
+8,268
| New | +$310K | 0.11% | 204 |
|
|
2024
Q1 | – | Sell |
-6,057
| Closed | -$202K | – | 268 |
|
|
2023
Q4 | $202K | Sell |
6,057
-4,987
| -45% | -$166K | 0.07% | 220 |
|
|
2023
Q3 | $349K | Buy |
+11,044
| New | +$349K | 0.12% | 133 |
|
|
2023
Q2 | – | Sell |
-11,857
| Closed | -$418K | – | 248 |
|
|
2023
Q1 | $418K | Buy |
11,857
+3,373
| +40% | +$119K | 0.17% | 100 |
|
|
2022
Q4 | $303K | Buy |
8,484
+2,459
| +41% | +$87.7K | 0.1% | 159 |
|
|
2022
Q3 | $216K | Buy |
+6,025
| New | +$216K | 0.09% | 195 |
|
|
2021
Q3 | – | Sell |
-8,547
| Closed | -$301K | – | 365 |
|
|
2021
Q2 | $301K | Buy |
+8,547
| New | +$301K | 0.08% | 226 |
|