APW
Axim Planning & Wealth’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,303
| Closed | -$210K | – | 57 |
|
|
2024
Q4 | $210K | Sell |
2,303
-1,033
| -31% | -$94.3K | 0.22% | 36 |
|
|
2024
Q3 | $325K | Sell |
3,336
-174
| -5% | -$17K | 0.37% | 17 |
|
|
2024
Q2 | $273K | Buy |
3,510
+482
| +16% | +$37.5K | 0.33% | 17 |
|
|
2024
Q1 | $277K | Hold |
3,028
| – | – | 0.22% | 17 |
|
|
2023
Q4 | $291K | Sell |
3,028
-310
| -9% | -$29.8K | 0.27% | 16 |
|
|
2023
Q3 | $305K | Buy |
3,338
+483
| +17% | +$44.1K | 0.27% | 16 |
|
|
2023
Q2 | $283K | Hold |
2,855
| – | – | 0.25% | 19 |
|
|
2023
Q1 | $297K | Hold |
2,855
| – | – | 0.29% | 17 |
|
|
2022
Q4 | $283K | Sell |
2,855
-100
| -3% | -$9.92K | 0.29% | 20 |
|
|
2022
Q3 | $249K | Sell |
2,955
-300
| -9% | -$25.3K | 0.25% | 16 |
|
|
2022
Q2 | $249K | Buy |
+3,255
| New | +$249K | 0.19% | 13 |
|