Intrepid Financial Planning Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,761
| Closed | -$215K | – | 133 |
|
|
2024
Q2 | $215K | Hold |
2,761
| – | – | 0.09% | 114 |
|
|
2024
Q1 | $252K | Buy |
2,761
+7
| +0.3% | +$640 | 0.11% | 108 |
|
|
2023
Q4 | $264K | Hold |
2,754
| – | – | 0.13% | 100 |
|
|
2023
Q3 | $251K | Hold |
2,754
| – | – | 0.13% | 95 |
|
|
2023
Q2 | $273K | Buy |
2,754
+199
| +8% | +$19.7K | 0.13% | 93 |
|
|
2023
Q1 | $266K | Sell |
2,555
-200
| -7% | -$20.8K | 0.13% | 92 |
|
|
2022
Q4 | $273K | Sell |
2,755
-500
| -15% | -$49.6K | 0.15% | 86 |
|
|
2022
Q3 | $274K | Hold |
3,255
| – | – | 0.16% | 75 |
|
|
2022
Q2 | $249K | Buy |
+3,255
| New | +$249K | 0.14% | 81 |
|