Householder Group Estate & Retirement Specialist’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $58K | Sell |
642
-681
| -51% | -$61.5K | 0.04% | 203 |
|
2024
Q3 | $128K | Sell |
1,323
-8
| -0.6% | -$774 | 0.04% | 322 |
|
2024
Q2 | $103K | Sell |
1,331
-2,465
| -65% | -$191K | 0.03% | 345 |
|
2024
Q1 | $347K | Sell |
3,796
-193
| -5% | -$17.6K | 0.1% | 170 |
|
2023
Q4 | $383K | Buy |
3,989
+211
| +6% | +$20.3K | 0.13% | 153 |
|
2023
Q3 | $345K | Buy |
+3,778
| New | +$345K | 0.12% | 148 |
|
2023
Q1 | $169K | Buy |
+1,621
| New | +$169K | 0.06% | 219 |
|
2022
Q4 | – | Sell |
-1,420
| Closed | -$119K | – | 963 |
|
2022
Q3 | $119K | Buy |
+1,420
| New | +$119K | 0.05% | 241 |
|