SWS
SYSTM Wealth Solutions’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,551
| Closed | -$1.52M | – | 527 |
|
|
2024
Q2 | $1.52M | Sell |
19,551
-30,305
| -61% | -$2.36M | 0.34% | 95 |
|
|
2024
Q1 | $4.56M | Sell |
49,856
-1,195
| -2% | -$109K | 0.58% | 41 |
|
|
2023
Q4 | $4.9M | Sell |
51,051
-6,801
| -12% | -$653K | 0.68% | 32 |
|
|
2023
Q3 | $5.28M | Sell |
57,852
-9,825
| -15% | -$897K | 0.81% | 23 |
|
|
2023
Q2 | $6.7M | Buy |
67,677
+5,159
| +8% | +$511K | 0.91% | 18 |
|
|
2023
Q1 | $6.51M | Sell |
62,518
-43,947
| -41% | -$4.58M | 1% | 16 |
|
|
2022
Q4 | $10.6M | Buy |
+106,465
| New | +$10.6M | 1.31% | 7 |
|