SVWAG
Sound View Wealth Advisors Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,210
| Closed | -$313K | – | 421 |
|
|
2024
Q3 | $313K | Buy |
+3,210
| New | +$313K | 0.03% | 328 |
|
|
2024
Q1 | – | Sell |
-2,180
| Closed | -$209K | – | 392 |
|
|
2023
Q4 | $209K | Sell |
2,180
-182
| -8% | -$17.5K | 0.02% | 367 |
|
|
2023
Q3 | $216K | Buy |
2,362
+229
| +11% | +$20.9K | 0.03% | 344 |
|
|
2023
Q2 | $211K | Buy |
2,133
+53
| +3% | +$5.25K | 0.03% | 344 |
|
|
2023
Q1 | $217K | Sell |
2,080
-100
| -5% | -$10.4K | 0.03% | 335 |
|
|
2022
Q4 | $209K | Buy |
+2,180
| New | +$209K | 0.02% | 367 |
|
|
2022
Q1 | – | Sell |
-1,946
| Closed | -$228K | – | 296 |
|
|
2021
Q4 | $228K | Buy |
+1,946
| New | +$228K | 0.04% | 271 |
|