MWC
MBM Wealth Consultants’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,758
| Closed | -$183K | – | 237 |
|
|
2023
Q1 | $183K | Hold |
1,758
| – | – | 0.07% | 104 |
|
|
2022
Q4 | $177K | Hold |
1,758
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $151K | Hold |
1,758
| – | – | 0.07% | 87 |
|
|
2022
Q2 | $134K | Buy |
1,758
+66
| +4% | +$5.03K | 0.07% | 91 |
|
|
2022
Q1 | $154K | Buy |
1,692
+845
| +100% | +$76.9K | 0.06% | 108 |
|
|
2021
Q4 | $93K | Hold |
847
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $93K | Hold |
847
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $95K | Hold |
847
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $93K | Hold |
847
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $91K | Hold |
847
| – | – | 0.05% | 106 |
|
|
2020
Q3 | $73K | Sell |
847
-102
| -11% | -$8.79K | 0.05% | 113 |
|
|
2020
Q2 | $70K | Sell |
949
-4,114
| -81% | -$303K | 0.05% | 104 |
|
|
2020
Q1 | $333K | Buy |
5,063
+277
| +6% | +$18.2K | 0.28% | 62 |
|
|
2019
Q4 | $421K | Sell |
4,786
-284
| -6% | -$25K | 0.31% | 65 |
|
|
2019
Q3 | $448K | Sell |
5,070
-57
| -1% | -$5.04K | 0.35% | 62 |
|
|
2019
Q2 | $432K | Buy |
5,127
+238
| +5% | +$20.1K | 0.36% | 60 |
|
|
2019
Q1 | $363K | Buy |
4,889
+362
| +8% | +$26.9K | 0.32% | 67 |
|
|
2018
Q4 | $292K | Buy |
+4,527
| New | +$292K | 0.28% | 72 |
|