Watershed Private Wealth’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 |
-3,899
| Closed | -$356K | – | 124 |
|
|
2024
Q1 | $356K | Buy |
3,899
+400
| +11% | +$36.6K | 0.16% | 88 |
|
|
2023
Q4 | $336K | Hold |
3,499
| – | – | 0.19% | 78 |
|
|
2023
Q3 | $319K | Hold |
3,499
| – | – | 0.2% | 76 |
|
|
2023
Q2 | $347K | Sell |
3,499
-497
| -12% | -$49.2K | 0.21% | 68 |
|
|
2023
Q1 | $416K | Buy |
3,996
+61
| +2% | +$6.35K | 0.28% | 59 |
|
|
2022
Q4 | $390K | Buy |
+3,935
| New | +$390K | 0.3% | 59 |
|