MAM
McCarthy Asset Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-99
| Closed | -$9K | – | 238 |
|
|
2022
Q1 | $9K | Hold |
99
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $12K | Hold |
99
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $11K | Sell |
99
-1,583
| -94% | -$176K | 0.01% | 167 |
|
|
2021
Q2 | $188K | Sell |
1,682
-78
| -4% | -$8.72K | 0.13% | 37 |
|
|
2021
Q1 | $192K | Hold |
1,760
| – | – | 0.15% | 35 |
|
|
2020
Q4 | $188K | Buy |
+1,760
| New | +$188K | 0.16% | 33 |
|