BFA
BMS Financial Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $383K | Sell |
3,868
-1,240
| -24% | -$123K | 0.25% | 73 |
|
|
2023
Q1 | $532K | Buy |
5,108
+234
| +5% | +$24.4K | 0.37% | 63 |
|
|
2022
Q4 | $484K | Sell |
4,874
-540
| -10% | -$53.6K | 0.32% | 61 |
|
|
2022
Q3 | $456K | Sell |
5,414
-271
| -5% | -$22.8K | 0.32% | 65 |
|
|
2022
Q2 | $434K | Buy |
5,685
+352
| +7% | +$26.9K | 0.28% | 64 |
|
|
2022
Q1 | $485K | Buy |
5,333
+108
| +2% | +$9.82K | 0.31% | 67 |
|
|
2021
Q4 | $611K | Buy |
+5,225
| New | +$611K | 0.39% | 52 |
|