Adams Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,784
| Closed | -$209K | – | 74 |
|
|
2021
Q4 | $209K | Sell |
1,784
-179
| -9% | -$21K | 0.06% | 72 |
|
|
2021
Q3 | $217K | Hold |
1,963
| – | – | 0.08% | 67 |
|
|
2021
Q2 | $219K | Hold |
1,963
| – | – | 0.09% | 68 |
|
|
2021
Q1 | $214K | Hold |
1,963
| – | – | 0.1% | 68 |
|
|
2020
Q4 | $210K | Sell |
1,963
-131
| -6% | -$14K | 0.13% | 60 |
|
|
2020
Q3 | $180K | Buy |
+2,094
| New | +$180K | 0.14% | 62 |
|
|
2020
Q1 | – | Sell |
-3,119
| Closed | -$274K | – | 93 |
|
|
2019
Q4 | $274K | Buy |
+3,119
| New | +$274K | 0.23% | 85 |
|