KFG Wealth Management’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
-3,083
Closed -$281K 140
2023
Q3
$281K Buy
3,083
+241
+8% +$22K 0.15% 102
2023
Q2
$282K Buy
+2,842
New +$282K 0.16% 95