LGWM
Litman Gregory Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,667
| Closed | -$244K | – | 138 |
|
|
2024
Q1 | $244K | Buy |
+2,667
| New | +$244K | 0.02% | 118 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$22K | – | 165 |
|
|
2021
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 127 |
|
|
2020
Q4 | $21K | Buy |
+200
| New | +$21K | ﹤0.01% | 129 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$9K | – | 146 |
|
|
2018
Q4 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 117 |
|