WR Wealth Planners’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 | $135K | Buy |
4,211
+181
| +4% | +$5.81K | 0.04% | 197 |
|
|
2024
Q3 | $151K | Buy |
4,030
+721
| +22% | +$27K | 0.04% | 221 |
|
|
2024
Q2 | $111K | Buy |
3,309
+38
| +1% | +$1.27K | 0.03% | 239 |
|
|
2024
Q1 | $100K | Buy |
+3,271
| New | +$100K | 0.03% | 256 |
|
|
2023
Q4 | – | Sell |
-3,073
| Closed | -$97K | – | 546 |
|
|
2023
Q3 | $97K | Buy |
3,073
+205
| +7% | +$6.47K | 0.04% | 240 |
|
|
2023
Q2 | $89.7K | Buy |
2,868
+85
| +3% | +$2.66K | 0.03% | 257 |
|
|
2023
Q1 | $98.2K | Buy |
+2,783
| New | +$98.2K | 0.04% | 236 |
|