KCFA
Key Client Fiduciary Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
2,736
-333
| -11% | -$30.5K | 0.1% | 165 |
|
|
2025
Q1 | $301K | Buy |
3,069
+115
| +4% | +$11.3K | 0.14% | 146 |
|
|
2024
Q4 | $270K | Buy |
2,954
+473
| +19% | +$43.2K | 0.12% | 155 |
|
|
2024
Q3 | $242K | Buy |
+2,481
| New | +$242K | 0.11% | 172 |
|
|
2022
Q2 | – | Sell |
-2,427
| Closed | -$221K | – | 119 |
|
|
2022
Q1 | $221K | Sell |
2,427
-125
| -5% | -$11.4K | 0.17% | 108 |
|
|
2021
Q4 | $298K | Buy |
+2,552
| New | +$298K | 0.25% | 94 |
|