Silvia McColl Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,916
| Closed | -$227K | – | 117 |
|
|
2024
Q2 | $227K | Buy |
2,916
+140
| +5% | +$10.9K | 0.19% | 97 |
|
|
2024
Q1 | $239K | Buy |
+2,776
| New | +$239K | 0.2% | 95 |
|
|
2023
Q4 | – | Sell |
-2,463
| Closed | -$225K | – | 108 |
|
|
2023
Q3 | $225K | Sell |
2,463
-300
| -11% | -$27.4K | 0.22% | 89 |
|
|
2023
Q2 | $274K | Hold |
2,763
| – | – | 0.25% | 83 |
|
|
2023
Q1 | $288K | Hold |
2,763
| – | – | 0.29% | 80 |
|
|
2022
Q4 | $274K | Buy |
+2,763
| New | +$274K | 0.27% | 83 |
|