Redwood Wealth Management Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,106
| Closed | -$205K | – | 167 |
|
|
2024
Q3 | $205K | Buy |
2,106
+58
| +3% | +$5.65K | 0.1% | 154 |
|
|
2024
Q2 | $159K | Buy |
+2,048
| New | +$159K | 0.12% | 137 |
|
|
2024
Q1 | – | Sell |
-2,290
| Closed | -$220K | – | 135 |
|
|
2023
Q4 | $220K | Sell |
2,290
-228
| -9% | -$21.9K | 0.24% | 110 |
|
|
2023
Q3 | $230K | Buy |
2,518
+2
| +0.1% | +$183 | 0.27% | 104 |
|
|
2023
Q2 | $249K | Buy |
2,516
+2
| +0.1% | +$198 | 0.28% | 103 |
|
|
2023
Q1 | $262K | Sell |
2,514
-9
| -0.4% | -$937 | 0.3% | 101 |
|
|
2022
Q4 | $250K | Buy |
+2,523
| New | +$250K | 0.31% | 93 |
|