KWB Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,074
| Closed | -$391K | – | 138 |
|
|
2023
Q4 | $391K | Sell |
4,074
-439
| -10% | -$42.1K | 0.06% | 91 |
|
|
2023
Q3 | $447K | Sell |
4,513
-273
| -6% | -$27K | 0.07% | 77 |
|
|
2023
Q2 | $474K | Buy |
+4,786
| New | +$474K | 0.08% | 78 |
|
|
2022
Q2 | – | Sell |
-3,339
| Closed | -$391K | – | 116 |
|
|
2022
Q1 | $391K | Hold |
3,339
| – | – | 0.07% | 67 |
|
|
2021
Q4 | $391K | Buy |
3,339
+9
| +0.3% | +$1.05K | 0.07% | 67 |
|
|
2021
Q3 | $367K | Buy |
+3,330
| New | +$367K | 0.07% | 66 |
|