SkyOak Wealth’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 |
-5,184
| Closed | -$404K | – | 260 |
|
|
2024
Q2 | $404K | Buy |
+5,184
| New | +$404K | 0.09% | 139 |
|
|
2020
Q2 | – | Sell |
-6,287
| Closed | -$413K | – | 252 |
|
|
2020
Q1 | $413K | Buy |
6,287
+464
| +8% | +$30.5K | 0.21% | 111 |
|
|
2019
Q4 | $512K | Buy |
+5,823
| New | +$512K | 0.16% | 151 |
|