CWP
CFM Wealth Partners’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
9,696
-1,693
| -15% | -$155K | 0.14% | 78 |
|
|
2025
Q1 | $1.12M | Sell |
11,389
-691
| -6% | -$67.8K | 0.2% | 75 |
|
|
2024
Q4 | $1.1M | Sell |
12,080
-483
| -4% | -$44.1K | 0.19% | 76 |
|
|
2024
Q3 | $1.22M | Sell |
12,563
-8,668
| -41% | -$845K | 0.21% | 71 |
|
|
2024
Q2 | $1.65M | Sell |
21,231
-3,798
| -15% | -$296K | 0.3% | 62 |
|
|
2024
Q1 | $2.29M | Sell |
25,029
-7,636
| -23% | -$698K | 0.46% | 54 |
|
|
2023
Q4 | $3.14M | Sell |
32,665
-568
| -2% | -$54.5K | 0.71% | 40 |
|
|
2023
Q3 | $3.03M | Sell |
33,233
-625
| -2% | -$57K | 0.79% | 36 |
|
|
2023
Q2 | $3.35M | Sell |
33,858
-348
| -1% | -$34.5K | 0.81% | 35 |
|
|
2023
Q1 | $3.56M | Buy |
34,206
+191
| +0.6% | +$19.9K | 0.96% | 26 |
|
|
2022
Q4 | $3.37M | Sell |
34,015
-389
| -1% | -$38.6K | 1.01% | 27 |
|
|
2022
Q3 | $2.9M | Sell |
34,404
-1,316
| -4% | -$111K | 0.93% | 26 |
|
|
2022
Q2 | $2.73M | Sell |
35,720
-1,535
| -4% | -$117K | 0.82% | 32 |
|
|
2022
Q1 | $3.39M | Sell |
37,255
-9,568
| -20% | -$870K | 0.81% | 31 |
|
|
2021
Q4 | $5.46M | Sell |
46,823
-406
| -0.9% | -$47.4K | 1.22% | 20 |
|
|
2021
Q3 | $5.21M | Buy |
47,229
+894
| +2% | +$98.6K | 1.31% | 18 |
|
|
2021
Q2 | $5.18M | Buy |
46,335
+1
| +0% | +$112 | 1.38% | 17 |
|
|
2021
Q1 | $5.06M | Buy |
46,334
+139
| +0.3% | +$15.2K | 1.53% | 14 |
|
|
2020
Q4 | $4.94M | Buy |
46,195
+1,854
| +4% | +$198K | 1.58% | 13 |
|
|
2020
Q3 | $3.81M | Buy |
44,341
+2,172
| +5% | +$187K | 1.39% | 16 |
|
|
2020
Q2 | $3.1M | Buy |
42,169
+132
| +0.3% | +$9.71K | 1.18% | 19 |
|
|
2020
Q1 | $2.76M | Sell |
42,037
-103
| -0.2% | -$6.77K | 1.28% | 18 |
|
|
2019
Q4 | $3.9M | Buy |
+42,140
| New | +$3.9M | 1.44% | 14 |
|