LWP
Lumature Wealth Partners’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.15M | Sell |
11,589
-53
| -0.5% | -$5.25K | 0.68% | 35 |
|
2023
Q1 | $1.21M | Sell |
11,642
-3,976
| -25% | -$414K | 0.68% | 34 |
|
2022
Q4 | $1.55M | Sell |
15,618
-1,180
| -7% | -$117K | 0.87% | 25 |
|
2022
Q3 | $1.42M | Sell |
16,798
-590
| -3% | -$49.7K | 0.76% | 27 |
|
2022
Q2 | $1.33M | Buy |
17,388
+2,382
| +16% | +$182K | 0.59% | 36 |
|
2022
Q1 | $1.37M | Buy |
15,006
+1,603
| +12% | +$146K | 0.55% | 45 |
|
2021
Q4 | $1.57M | Buy |
13,403
+927
| +7% | +$108K | 0.61% | 30 |
|
2021
Q3 | $1.38M | Buy |
12,476
+1,264
| +11% | +$139K | 0.56% | 35 |
|
2021
Q2 | $1.25M | Buy |
11,212
+1,959
| +21% | +$219K | 0.52% | 38 |
|
2021
Q1 | $1.01M | Buy |
9,253
+2,041
| +28% | +$223K | 0.53% | 38 |
|
2020
Q4 | $772K | Buy |
+7,212
| New | +$772K | 0.73% | 33 |
|