PS
Planned Solutions’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,682
| Closed | -$164K | – | 529 |
|
|
2024
Q3 | $164K | Buy |
+1,682
| New | +$164K | 0.07% | 135 |
|
|
2024
Q1 | – | Sell |
-1,354
| Closed | -$130K | – | 459 |
|
|
2023
Q4 | $130K | Buy |
+1,354
| New | +$130K | 0.06% | 145 |
|
|
2021
Q1 | – | Sell |
-1,374
| Closed | -$147K | – | 340 |
|
|
2020
Q4 | $147K | Hold |
1,374
| – | – | 0.12% | 72 |
|
|
2020
Q3 | $118K | Buy |
+1,374
| New | +$118K | 0.12% | 74 |
|