Monumental Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $840K | Sell |
8,613
-1,334
| -13% | -$130K | 0.31% | 36 |
|
|
2024
Q2 | $774K | Sell |
9,947
-1,090
| -10% | -$84.9K | 0.34% | 35 |
|
|
2024
Q1 | $1.01M | Sell |
11,037
-311
| -3% | -$28.4K | 0.54% | 35 |
|
|
2023
Q4 | $1.09M | Buy |
11,348
+42
| +0.4% | +$4.03K | 0.65% | 34 |
|
|
2023
Q3 | $1.03M | Buy |
11,306
+554
| +5% | +$50.6K | 0.69% | 32 |
|
|
2023
Q2 | $1.07M | Buy |
10,752
+10,680
| +14,833% | +$1.06M | 0.72% | 32 |
|
|
2023
Q1 | $7K | Buy |
+72
| New | +$7K | 0.01% | 75 |
|
|
2022
Q2 | – | Sell |
-72
| Closed | -$7K | – | 56 |
|
|
2022
Q1 | $7K | Buy |
+72
| New | +$7K | 0.01% | 49 |
|
|
2021
Q3 | – | Sell |
-107
| Closed | -$12K | – | 78 |
|
|
2021
Q2 | $12K | Sell |
107
-7,173
| -99% | -$804K | 0.01% | 77 |
|
|
2021
Q1 | $795K | Buy |
+7,280
| New | +$795K | 0.76% | 20 |
|