Ameliora Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$38.9K | – | 184 |
|
|
2024
Q2 | $38.9K | Hold |
500
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $45.8K | Sell |
500
-379
| -43% | -$34.7K | 0.02% | 135 |
|
|
2023
Q4 | $84.4K | Sell |
879
-3,892
| -82% | -$374K | 0.04% | 100 |
|
|
2023
Q3 | $435K | Hold |
4,771
| – | – | 0.26% | 53 |
|
|
2023
Q2 | $473K | Sell |
4,771
-3,892
| -45% | -$386K | 0.29% | 54 |
|
|
2023
Q1 | $902K | Buy |
8,663
+8,163
| +1,633% | +$850K | 0.53% | 44 |
|
|
2022
Q4 | $49.6K | Hold |
500
| – | – | 0.03% | 143 |
|
|
2022
Q3 | $43K | Buy |
+500
| New | +$43K | 0.02% | 148 |
|