Wealth Architects’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,631
| Closed | -$253K | – | 213 |
|
|
2023
Q4 | $253K | Buy |
2,631
+87
| +3% | +$8.35K | 0.04% | 169 |
|
|
2023
Q3 | $232K | Buy |
2,544
+388
| +18% | +$35.4K | 0.04% | 161 |
|
|
2023
Q2 | $214K | Sell |
2,156
-6
| -0.3% | -$594 | 0.04% | 174 |
|
|
2023
Q1 | $225K | Sell |
2,162
-1
| -0% | -$104 | 0.04% | 163 |
|
|
2022
Q4 | $215K | Buy |
+2,163
| New | +$215K | 0.04% | 160 |
|
|
2022
Q2 | – | Sell |
-2,257
| Closed | -$205K | – | 202 |
|
|
2022
Q1 | $205K | Buy |
+2,257
| New | +$205K | 0.03% | 191 |
|
|
2015
Q3 | – | Sell |
-4,160
| Closed | -$223K | – | 132 |
|
|
2015
Q2 | $223K | Buy |
+4,160
| New | +$223K | 0.12% | 107 |
|