Kathleen S. Wright Associates’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$839 | – | 215 |
|
|
2023
Q3 | $839 | Hold |
9
| – | – | ﹤0.01% | 184 |
|
|
2023
Q2 | $906 | Hold |
9
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $947 | Hold |
9
| – | – | ﹤0.01% | 161 |
|
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 193 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 178 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 148 |
|
|
2022
Q1 | $1K | Sell |
9
-5
| -36% | -$556 | ﹤0.01% | 143 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 137 |
|