FP
Fiduciary Planning’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,057
| Closed | -$475K | – | 48 |
|
|
2021
Q4 | $475K | Sell |
4,057
-7,385
| -65% | -$865K | 0.27% | 35 |
|
|
2021
Q3 | $1.26M | Sell |
11,442
-236
| -2% | -$26K | 0.67% | 17 |
|
|
2021
Q2 | $1.31M | Sell |
11,678
-5,896
| -34% | -$659K | 1.13% | 21 |
|
|
2021
Q1 | $1.92M | Sell |
17,574
-902
| -5% | -$98.5K | 2.9% | 13 |
|
|
2020
Q4 | $1.98M | Buy |
18,476
+899
| +5% | +$96.2K | 2.79% | 8 |
|
|
2020
Q3 | $1.51M | Buy |
17,577
+1,159
| +7% | +$99.6K | 2.49% | 12 |
|
|
2020
Q2 | $1.26M | Buy |
+16,418
| New | +$1.26M | 2.76% | 13 |
|