Francis Financial’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 |
-2,244
| Closed | -$219K | – | 94 |
|
|
2024
Q3 | $219K | Buy |
+2,244
| New | +$219K | 0.06% | 89 |
|
|
2024
Q2 | – | Sell |
-2,706
| Closed | -$247K | – | 80 |
|
|
2024
Q1 | $247K | Buy |
2,706
+476
| +21% | +$43.5K | 0.08% | 62 |
|
|
2023
Q4 | $214K | Buy |
+2,230
| New | +$214K | 0.09% | 56 |
|
|
2023
Q2 | – | Sell |
-2,105
| Closed | -$219K | – | 48 |
|
|
2023
Q1 | $219K | Buy |
+2,105
| New | +$219K | 0.15% | 42 |
|