WR Wealth Planners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54.4K | Sell |
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|
2024
Q3 | $78.6K | Sell |
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|
2024
Q2 | $134K | Sell |
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|
2024
Q1 | $177K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $183K | Buy |
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|
2022
Q4 | $41.2K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $31.7K | Hold |
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|
2022
Q1 | $37.8K | Buy |
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