TCPWM
Traverso Chambers Private Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $250K | Buy |
2,608
+2
| +0.1% | +$192 | 0.06% | 112 |
|
|
2023
Q3 | $238K | Buy |
2,606
+21
| +0.8% | +$1.92K | 0.06% | 102 |
|
|
2023
Q2 | $256K | Buy |
2,585
+1
| +0% | +$99 | 0.07% | 102 |
|
|
2023
Q1 | $269K | Buy |
2,584
+1
| +0% | +$104 | 0.07% | 96 |
|
|
2022
Q4 | $256K | Sell |
2,583
-5
| -0.2% | -$496 | 0.07% | 96 |
|
|
2022
Q3 | $218K | Buy |
+2,588
| New | +$218K | 0.07% | 108 |
|
|
2022
Q1 | – | Sell |
-1,968
| Closed | -$230K | – | 111 |
|
|
2021
Q4 | $230K | Buy |
1,968
+23
| +1% | +$2.69K | 0.07% | 107 |
|
|
2021
Q3 | $215K | Buy |
1,945
+9
| +0.5% | +$995 | 0.07% | 105 |
|
|
2021
Q2 | $217K | Hold |
1,936
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $212K | Buy |
1,936
+50
| +3% | +$5.48K | 0.07% | 103 |
|
|
2020
Q4 | $202K | Buy |
+1,886
| New | +$202K | 0.07% | 104 |
|