WT Wealth Management’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 |
-12,948
| Closed | -$1.18M | – | 128 |
|
|
2024
Q1 | $1.18M | Buy |
12,948
+2,044
| +19% | +$187K | 0.42% | 67 |
|
|
2023
Q4 | $1.05M | Buy |
+10,904
| New | +$1.05M | 0.41% | 67 |
|
|
2022
Q2 | – | Sell |
-14,936
| Closed | -$1.36M | – | 118 |
|
|
2022
Q1 | $1.36M | Buy |
14,936
+1,464
| +11% | +$133K | 0.52% | 64 |
|
|
2021
Q4 | $1.58M | Buy |
13,472
+1,124
| +9% | +$131K | 0.58% | 59 |
|
|
2021
Q3 | $1.36M | Buy |
12,348
+1,613
| +15% | +$178K | 0.53% | 63 |
|
|
2021
Q2 | $1.2M | Buy |
10,735
+1,481
| +16% | +$166K | 0.49% | 66 |
|
|
2021
Q1 | $1.01M | Buy |
9,254
+4,242
| +85% | +$463K | 0.47% | 64 |
|
|
2020
Q4 | $536K | Buy |
5,012
+2,343
| +88% | +$251K | 0.29% | 88 |
|
|
2020
Q3 | $229K | Buy |
+2,669
| New | +$229K | 0.15% | 100 |
|