Monograph Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,600
| Closed | -$202K | – | 116 |
|
|
2024
Q2 | $202K | Hold |
2,600
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $238K | Sell |
2,600
-1,400
| -35% | -$128K | 0.03% | 144 |
|
|
2023
Q4 | $384K | Sell |
4,000
-5,900
| -60% | -$566K | 0.07% | 73 |
|
|
2023
Q3 | $904K | Buy |
+9,900
| New | +$904K | 0.18% | 48 |
|
|
2023
Q1 | – | Sell |
-2,704
| Closed | -$268K | – | 96 |
|
|
2022
Q4 | $268K | Buy |
+2,704
| New | +$268K | 0.07% | 77 |
|