Financial Synergies Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-224
| Closed | -$20.5K | – | 384 |
|
|
2024
Q1 | $20.5K | Sell |
224
-166
| -43% | -$15.2K | ﹤0.01% | 193 |
|
|
2023
Q4 | $38.7K | Buy |
390
+9
| +2% | +$892 | 0.01% | 103 |
|
|
2023
Q3 | $34.8K | Buy |
381
+1
| +0.3% | +$91 | 0.01% | 138 |
|
|
2023
Q2 | $37.6K | Sell |
380
-49
| -11% | -$4.85K | 0.01% | 124 |
|
|
2023
Q1 | $44.7K | Buy |
429
+39
| +10% | +$4.06K | 0.01% | 117 |
|
|
2022
Q4 | $38.7K | Buy |
390
+160
| +70% | +$15.9K | 0.01% | 103 |
|
|
2022
Q3 | $19.4K | Buy |
230
+4
| +2% | +$337 | ﹤0.01% | 128 |
|
|
2022
Q2 | $17.3K | Buy |
+226
| New | +$17.3K | ﹤0.01% | 140 |
|