ERn Financial LLC’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,975
| Closed | -$485K | – | 195 |
|
|
2024
Q3 | $485K | Buy |
4,975
+139
| +3% | +$13.6K | 0.07% | 143 |
|
|
2024
Q2 | $376K | Buy |
4,836
+322
| +7% | +$25.1K | 0.06% | 155 |
|
|
2024
Q1 | $413K | Buy |
4,514
+177
| +4% | +$16.2K | 0.07% | 146 |
|
|
2023
Q4 | $405K | Buy |
+4,337
| New | +$405K | 0.08% | 141 |
|