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LWM Advisory Services’s Starbucks SBUX Stock Holding History

LWM Advisory Services’s Portfolio SBUX Stock Details SBUX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,526
Closed -$139K – 139
2023
Q3 		$139K Buy
+1,526
New +$139K 0.15% 78
2022
Q1 		– Sell
-1,930
Closed -$226K – 122
2021
Q4 		$226K Buy
+1,930
New +$226K 0.28% 100