HNWAG
High Net Worth Advisory Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,516
| Closed | -$230K | – | 204 |
|
|
2023
Q3 | $230K | Sell |
2,516
-209
| -8% | -$19.1K | 0.09% | 169 |
|
|
2023
Q2 | $270K | Sell |
2,725
-2
| -0.1% | -$198 | 0.1% | 153 |
|
|
2023
Q1 | $284K | Hold |
2,727
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $271K | Sell |
2,727
-1,975
| -42% | -$196K | 0.11% | 151 |
|
|
2022
Q3 | $396K | Hold |
4,702
| – | – | 0.17% | 122 |
|
|
2022
Q2 | $359K | Sell |
4,702
-2,325
| -33% | -$178K | 0.15% | 127 |
|
|
2022
Q1 | $639K | Sell |
7,027
-1,486
| -17% | -$135K | 0.23% | 91 |
|
|
2021
Q4 | $996K | Buy |
+8,513
| New | +$996K | 0.35% | 65 |
|