Westshore Wealth’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,469
| Closed | -$205K | – | 95 |
|
|
2024
Q3 | $205K | Buy |
+5,469
| New | +$205K | 0.08% | 95 |
|
|
2023
Q3 | – | Sell |
-6,728
| Closed | -$210K | – | 102 |
|
|
2023
Q2 | $210K | Sell |
6,728
-213
| -3% | -$6.66K | 0.11% | 103 |
|
|
2023
Q1 | $245K | Buy |
6,941
+304
| +5% | +$10.7K | 0.13% | 89 |
|
|
2022
Q4 | $237K | Hold |
6,637
| – | – | 0.13% | 88 |
|
|
2022
Q3 | $238K | Hold |
6,637
| – | – | 0.16% | 73 |
|
|
2022
Q2 | $235K | Buy |
6,637
+575
| +9% | +$20.4K | 0.15% | 78 |
|
|
2022
Q1 | $230K | Buy |
6,062
+134
| +2% | +$5.08K | 0.15% | 84 |
|
|
2021
Q4 | $219K | Buy |
+5,928
| New | +$219K | 0.15% | 82 |
|