KMS Financial Services’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$4.33M Buy
114,686
+1,618
+1% +$61.1K 0.61% 30
2014
Q2
$4.38M Buy
113,068
+556
+0.5% +$21.5K 0.63% 27
2014
Q1
$4.13M Buy
112,512
+10,918
+11% +$401K 0.65% 23
2013
Q4
$3.98M Buy
101,594
+3,546
+4% +$139K 0.67% 21
2013
Q3
$3.77M Buy
98,048
+5,640
+6% +$217K 0.92% 13
2013
Q2
$3.03M Buy
+92,408
New +$3.03M 0.85% 19