CPWM
Cypress Point Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,701
| Closed | -$653K | – | 76 |
|
|
2024
Q3 | $653K | Buy |
+6,701
| New | +$653K | 0.26% | 49 |
|
|
2021
Q4 | – | Sell |
-266
| Closed | -$29K | – | 127 |
|
|
2021
Q3 | $29K | Buy |
266
+1
| +0.4% | +$109 | 0.02% | 77 |
|
|
2021
Q2 | $30K | Sell |
265
-70
| -21% | -$7.93K | 0.02% | 79 |
|
|
2021
Q1 | $37K | Sell |
335
-7,189
| -96% | -$794K | 0.04% | 46 |
|
|
2020
Q4 | $805K | Buy |
+7,524
| New | +$805K | 1.22% | 26 |
|