First Trust Investment Solutions’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$607K Sell
6,222
-24,239
-80% -$2.36M 0.07% 175
2024
Q2
$2.37M Buy
30,461
+3,942
+15% +$307K 0.33% 76
2024
Q1
$2.42M Buy
26,519
+5,326
+25% +$487K 0.43% 59
2023
Q4
$2.03M Buy
+21,193
New +$2.03M 0.42% 62