BDFN
Bond & Devick Financial Network’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,745
| Closed | -$264K | – | 143 |
|
2023
Q4 | $264K | Hold |
2,745
| – | – | 0.15% | 116 |
|
2023
Q3 | $251K | Hold |
2,745
| – | – | 0.16% | 114 |
|
2023
Q2 | $272K | Hold |
2,745
| – | – | 0.17% | 108 |
|
2023
Q1 | $286K | Buy |
2,745
+127
| +5% | +$13.2K | 0.18% | 103 |
|
2022
Q4 | $260K | Buy |
2,618
+200
| +8% | +$19.8K | 0.19% | 104 |
|
2022
Q3 | $204K | Buy |
+2,418
| New | +$204K | 0.17% | 110 |
|
2022
Q2 | – | Sell |
-2,418
| Closed | -$220K | – | 111 |
|
2022
Q1 | $220K | Buy |
2,418
+300
| +14% | +$27.3K | 0.18% | 100 |
|
2021
Q4 | $248K | Buy |
+2,118
| New | +$248K | 0.19% | 99 |
|