Advocate Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,182
| Closed | -$209K | – | 124 |
|
|
2023
Q4 | $209K | Sell |
2,182
-703
| -24% | -$67.5K | 0.05% | 113 |
|
|
2023
Q3 | $263K | Sell |
2,885
-776
| -21% | -$70.8K | 0.06% | 105 |
|
|
2023
Q2 | $363K | Sell |
3,661
-992
| -21% | -$98.3K | 0.08% | 101 |
|
|
2023
Q1 | $485K | Sell |
4,653
-4,848
| -51% | -$505K | 0.11% | 93 |
|
|
2022
Q4 | $942K | Sell |
9,501
-6,012
| -39% | -$596K | 0.2% | 79 |
|
|
2022
Q3 | $1.31M | Sell |
15,513
-4,983
| -24% | -$420K | 0.32% | 65 |
|
|
2022
Q2 | $1.57M | Buy |
+20,496
| New | +$1.57M | 0.36% | 66 |
|