FirstPurpose Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,282
| Closed | -$238K | – | 203 |
|
|
2023
Q1 | $238K | Buy |
2,282
+132
| +6% | +$13.7K | 0.12% | 158 |
|
|
2022
Q4 | $213K | Buy |
+2,150
| New | +$213K | 0.12% | 168 |
|
|
2022
Q1 | – | Sell |
-3,209
| Closed | -$375K | – | 155 |
|
|
2021
Q4 | $375K | Buy |
+3,209
| New | +$375K | 0.24% | 80 |
|