Norwood Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $88.6K | Sell |
970
-50
| -5% | -$4.57K | 0.13% | 122 |
|
|
2023
Q4 | $97.9K | Sell |
1,020
-100
| -9% | -$9.6K | 0.15% | 103 |
|
|
2023
Q3 | $102K | Sell |
1,120
-40
| -3% | -$3.65K | 0.17% | 99 |
|
|
2023
Q2 | $115K | Hold |
1,160
| – | – | 0.17% | 93 |
|
|
2023
Q1 | $121K | Hold |
1,160
| – | – | 0.19% | 91 |
|
|
2022
Q4 | $115K | Sell |
1,160
-10
| -0.9% | -$992 | 0.18% | 89 |
|
|
2022
Q3 | $99K | Sell |
1,170
-125
| -10% | -$10.6K | 0.18% | 91 |
|
|
2022
Q2 | $99K | Buy |
1,295
+670
| +107% | +$51.2K | 0.17% | 94 |
|
|
2022
Q1 | $57K | Hold |
625
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $73K | Buy |
+625
| New | +$73K | 0.1% | 113 |
|