Ullmann Wealth Partners Group’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,025
Closed -$201K 101
2023
Q2
$201K Buy
2,025
+96
+5% +$9.51K 0.04% 98
2023
Q1
$201K Buy
+1,929
New +$201K 0.05% 91