Campbell 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
Q4 | $219K | Hold |
2,399
| – | – | 0.02% | 88 |
|
|
2024
Q3 | $234K | Buy |
+2,399
| New | +$234K | 0.02% | 63 |
|
|
2024
Q2 | – | Sell |
-2,544
| Closed | -$232K | – | 85 |
|
|
2024
Q1 | $232K | Buy |
2,544
+244
| +11% | +$22.3K | 0.02% | 82 |
|
|
2023
Q4 | $221K | Buy |
+2,300
| New | +$221K | 0.03% | 59 |
|
|
2020
Q3 | – | Sell |
-1,364
| Closed | -$100K | – | 289 |
|
|
2020
Q2 | $100K | Buy |
+1,364
| New | +$100K | 0.02% | 95 |
|