Resurgent Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-907
| Closed | -$87.1K | – | 417 |
|
|
2023
Q4 | $87.1K | Sell |
907
-651
| -42% | -$62.5K | 0.05% | 258 |
|
|
2023
Q3 | $142K | Sell |
1,558
-389
| -20% | -$35.5K | 0.1% | 184 |
|
|
2023
Q2 | $193K | Sell |
1,947
-25
| -1% | -$2.48K | 0.13% | 146 |
|
|
2023
Q1 | $205K | Buy |
1,972
+462
| +31% | +$48.1K | 0.14% | 142 |
|
|
2022
Q4 | $150K | Buy |
+1,510
| New | +$150K | 0.08% | 239 |
|