Dogwood Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.9K | Buy |
115
+85
| +283% | +$8.07K | 0.01% | 256 |
|
2025
Q1 | $2.94K | Buy |
+30
| New | +$2.94K | ﹤0.01% | 296 |
|
2024
Q4 | – | Hold |
0
| – | -$14 | – | 583 |
|
2024
Q3 | – | Hold |
0
| – | -$11 | – | 232 |
|
2024
Q2 | – | Sell |
-303
| Closed | -$27.7K | – | 283 |
|
2024
Q1 | $27.7K | Buy |
303
+1
| +0.3% | +$92 | 0.02% | 142 |
|
2023
Q4 | $29K | Buy |
+302
| New | +$29K | 0.02% | 135 |
|