Cassady Schiller 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 | $45.7K | Buy |
501
+54
| +12% | +$4.93K | 0.02% | 211 |
|
|
2024
Q3 | $43.6K | Sell |
447
-17
| -4% | -$1.66K | 0.02% | 211 |
|
|
2024
Q2 | $36.1K | Hold |
464
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $42.4K | Sell |
464
-74
| -14% | -$6.76K | 0.02% | 221 |
|
|
2023
Q4 | $59K | Buy |
538
+83
| +18% | +$9.11K | 0.03% | 190 |
|
|
2023
Q3 | $41.5K | Hold |
455
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $45.1K | Hold |
455
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $47.4K | Sell |
455
-47
| -9% | -$4.89K | 0.02% | 205 |
|
|
2022
Q4 | $49.8K | Buy |
+502
| New | +$49.8K | 0.03% | 195 |
|
|
2022
Q1 | – | Sell |
-470
| Closed | -$55K | – | 501 |
|
|
2021
Q4 | $55K | Buy |
+470
| New | +$55K | 0.03% | 193 |
|