Lauterbach Financial Advisors’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 |
-2,951
| Closed | -$270K | – | 68 |
|
|
2024
Q1 | $270K | Buy |
2,951
+765
| +35% | +$69.9K | 0.18% | 53 |
|
|
2023
Q4 | $210K | Sell |
2,186
-1,622
| -43% | -$156K | 0.15% | 63 |
|
|
2023
Q3 | $348K | Hold |
3,808
| – | – | 0.27% | 38 |
|
|
2023
Q2 | $377K | Hold |
3,808
| – | – | 0.29% | 37 |
|
|
2023
Q1 | $397K | Buy |
3,808
+5
| +0.1% | +$521 | 0.32% | 35 |
|
|
2022
Q4 | $377K | Sell |
3,803
-317
| -8% | -$31.4K | 0.34% | 32 |
|
|
2022
Q3 | $347K | Buy |
4,120
+6
| +0.1% | +$505 | 0.35% | 30 |
|
|
2022
Q2 | $314K | Buy |
4,114
+280
| +7% | +$21.4K | 0.3% | 33 |
|
|
2022
Q1 | $349K | Buy |
3,834
+6
| +0.2% | +$546 | 0.32% | 28 |
|
|
2021
Q4 | $448K | Buy |
+3,828
| New | +$448K | 0.4% | 26 |
|