Sweet Financial Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $251K | Sell |
2,570
-623
| -20% | -$60.7K | 0.05% | 174 |
|
|
2024
Q2 | $249K | Buy |
3,193
+3
| +0.1% | +$234 | 0.06% | 172 |
|
|
2024
Q1 | $292K | Sell |
3,190
-192
| -6% | -$17.5K | 0.07% | 166 |
|
|
2023
Q4 | $325K | Buy |
3,382
+3
| +0.1% | +$288 | 0.08% | 152 |
|
|
2023
Q3 | $308K | Sell |
3,379
-17
| -0.5% | -$1.55K | 0.08% | 143 |
|
|
2023
Q2 | $336K | Sell |
3,396
-397
| -10% | -$39.3K | 0.09% | 134 |
|
|
2023
Q1 | $395K | Buy |
3,793
+2
| +0.1% | +$208 | 0.11% | 115 |
|
|
2022
Q4 | $376K | Buy |
3,791
+18
| +0.5% | +$1.79K | 0.11% | 115 |
|
|
2022
Q3 | $318K | Buy |
3,773
+13
| +0.3% | +$1.1K | 0.1% | 126 |
|
|
2022
Q2 | $287K | Buy |
3,760
+220
| +6% | +$16.8K | 0.09% | 131 |
|
|
2022
Q1 | $322K | Buy |
+3,540
| New | +$322K | 0.09% | 129 |
|