Summit Wealth & Retirement Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,359
| Closed | -$350K | – | 96 |
|
|
2023
Q1 | $350K | Sell |
3,359
-2,381
| -41% | -$248K | 0.13% | 72 |
|
|
2022
Q4 | $569K | Sell |
5,740
-130
| -2% | -$12.9K | 0.23% | 54 |
|
|
2022
Q3 | $495K | Hold |
5,870
| – | – | 0.2% | 63 |
|
|
2022
Q2 | $448K | Sell |
5,870
-41
| -0.7% | -$3.13K | 0.17% | 72 |
|
|
2022
Q1 | $538K | Sell |
5,911
-245
| -4% | -$22.3K | 0.19% | 66 |
|
|
2021
Q4 | $720K | Buy |
+6,156
| New | +$720K | 0.25% | 51 |
|