L.M. Kohn & Company’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,073
| Closed | -$372K | – | 293 |
|
|
2024
Q1 | $372K | Buy |
4,073
+363
| +10% | +$33.2K | 0.1% | 175 |
|
|
2023
Q4 | $356K | Sell |
3,710
-162
| -4% | -$15.6K | 0.11% | 159 |
|
|
2023
Q3 | $353K | Buy |
3,872
+3
| +0.1% | +$274 | 0.13% | 146 |
|
|
2023
Q2 | $383K | Buy |
3,869
+21
| +0.5% | +$2.08K | 0.14% | 140 |
|
|
2023
Q1 | $401K | Sell |
3,848
-252
| -6% | -$26.2K | 0.17% | 137 |
|
|
2022
Q4 | $407K | Buy |
4,100
+173
| +4% | +$17.2K | 0.19% | 128 |
|
|
2022
Q3 | $331K | Sell |
3,927
-1
| -0% | -$84 | 0.16% | 145 |
|
|
2022
Q2 | $301K | Buy |
3,928
+347
| +10% | +$26.6K | 0.14% | 166 |
|
|
2022
Q1 | $326K | Buy |
+3,581
| New | +$326K | 0.13% | 179 |
|