TMD Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,310
| Closed | -$302K | – | 66 |
|
|
2023
Q3 | $302K | Sell |
3,310
-400
| -11% | -$36.5K | 0.09% | 46 |
|
|
2023
Q2 | $368K | Hold |
3,710
| – | – | 0.1% | 40 |
|
|
2023
Q1 | $386K | Sell |
3,710
-185
| -5% | -$19.3K | 0.11% | 34 |
|
|
2022
Q4 | $386K | Hold |
3,895
| – | – | 0.17% | 31 |
|
|
2022
Q3 | $328K | Hold |
3,895
| – | – | 0.15% | 27 |
|
|
2022
Q2 | $298K | Hold |
3,895
| – | – | 0.12% | 32 |
|
|
2022
Q1 | $354K | Hold |
3,895
| – | – | 0.14% | 31 |
|
|
2021
Q4 | $456K | Sell |
3,895
-300
| -7% | -$35.1K | 0.17% | 30 |
|
|
2021
Q3 | $463K | Buy |
4,195
+2
| +0% | +$221 | 0.19% | 24 |
|
|
2021
Q2 | $469K | Sell |
4,193
-412
| -9% | -$46.1K | 0.2% | 25 |
|
|
2021
Q1 | $503K | Hold |
4,605
| – | – | 0.24% | 23 |
|
|
2020
Q4 | $493K | Buy |
+4,605
| New | +$493K | 0.28% | 20 |
|