Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $277K | Hold |
9,038
| – | – | 0.01% | 456 |
|
|
2023
Q4 | $301K | Hold |
9,038
| – | – | 0.01% | 429 |
|
|
2023
Q3 | $285K | Hold |
9,038
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $283K | Hold |
9,038
| – | – | 0.01% | 429 |
|
|
2023
Q1 | $319K | Hold |
9,038
| – | – | 0.01% | 387 |
|
|
2022
Q4 | $322K | Hold |
9,038
| – | – | 0.01% | 382 |
|
|
2022
Q3 | $324K | Hold |
9,038
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $320K | Hold |
9,038
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $336K | Buy |
+9,038
| New | +$336K | 0.01% | 372 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$256K | – | 481 |
|
|
2020
Q4 | $256K | Buy |
+8,000
| New | +$256K | 0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-69
| Closed | -$2K | – | 859 |
|
|
2018
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1413 |
|