Worth Asset Management’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 |
-1,312
| Closed | -$130K | – | 362 |
|
|
2023
Q2 | $130K | Buy |
1,312
+105
| +9% | +$10.4K | 0.1% | 115 |
|
|
2023
Q1 | $126K | Hold |
1,207
| – | – | 0.1% | 115 |
|
|
2022
Q4 | $120K | Sell |
1,207
-9
| -0.7% | -$893 | 0.08% | 102 |
|
|
2022
Q3 | $103K | Sell |
1,216
-175
| -13% | -$14.8K | 0.08% | 93 |
|
|
2022
Q2 | $106K | Sell |
1,391
-7
| -0.5% | -$533 | 0.07% | 119 |
|
|
2022
Q1 | $98K | Buy |
+1,398
| New | +$98K | 0.06% | 130 |
|