WR Wealth Planners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54.4K | Sell |
596
-210
| -26% | -$19.2K | 0.02% | 310 |
|
|
2024
Q3 | $78.6K | Sell |
806
-911
| -53% | -$88.8K | 0.02% | 285 |
|
|
2024
Q2 | $134K | Sell |
1,717
-215
| -11% | -$16.7K | 0.04% | 219 |
|
|
2024
Q1 | $177K | Buy |
+1,932
| New | +$177K | 0.05% | 188 |
|
|
2023
Q4 | – | Sell |
-2,179
| Closed | -$199K | – | 724 |
|
|
2023
Q3 | $199K | Buy |
2,179
+45
| +2% | +$4.11K | 0.08% | 171 |
|
|
2023
Q2 | $211K | Buy |
2,134
+377
| +21% | +$37.3K | 0.08% | 161 |
|
|
2023
Q1 | $183K | Buy |
1,757
+1,342
| +323% | +$140K | 0.08% | 166 |
|
|
2022
Q4 | $41.2K | Hold |
415
| – | – | 0.03% | 178 |
|
|
2022
Q3 | $35K | Hold |
415
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $31.7K | Hold |
415
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $37.8K | Buy |
+415
| New | +$37.8K | 0.02% | 188 |
|