TFO Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$183 | – | 628 |
|
|
2024
Q1 | $183 | Sell |
2
-7
| -78% | -$641 | ﹤0.01% | 512 |
|
|
2023
Q4 | $864 | Hold |
9
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $892 | Buy |
9
+7
| +350% | +$694 | ﹤0.01% | 312 |
|
|
2023
Q2 | $198 | Hold |
2
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $208 | Sell |
2
-44
| -96% | -$4.58K | ﹤0.01% | 467 |
|
|
2022
Q4 | $896 | Buy |
+46
| New | +$896 | ﹤0.01% | 390 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$5K | – | 429 |
|
|
2022
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 216 |
|
|
2021
Q2 | – | Sell |
-120
| Closed | -$13K | – | 171 |
|
|
2021
Q1 | $13K | Buy |
+120
| New | +$13K | ﹤0.01% | 124 |
|
|
2020
Q4 | – | Sell |
-1,244
| Closed | -$107K | – | 152 |
|
|
2020
Q3 | $107K | Hold |
1,244
| – | – | 0.04% | 37 |
|
|
2020
Q2 | $92K | Hold |
1,244
| – | – | 0.04% | 41 |
|
|
2020
Q1 | $81K | Hold |
1,244
| – | – | 0.03% | 47 |
|
|
2019
Q4 | $109K | Buy |
+1,244
| New | +$109K | 0.1% | 46 |
|