Alta Wealth Advisors’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 |
-7,006
| Closed | -$673K | – | 132 |
|
|
2023
Q4 | $673K | Sell |
7,006
-277
| -4% | -$26.6K | 0.38% | 68 |
|
|
2023
Q3 | $665K | Sell |
7,283
-21
| -0.3% | -$1.92K | 0.41% | 71 |
|
|
2023
Q2 | $724K | Sell |
7,304
-60
| -0.8% | -$5.94K | 0.42% | 68 |
|
|
2023
Q1 | $767K | Buy |
7,364
+75
| +1% | +$7.81K | 0.48% | 65 |
|
|
2022
Q4 | $723K | Sell |
7,289
-10
| -0.1% | -$992 | 0.49% | 66 |
|
|
2022
Q3 | $615K | Buy |
7,299
+100
| +1% | +$8.43K | 0.44% | 67 |
|
|
2022
Q2 | $550K | Sell |
7,199
-10
| -0.1% | -$764 | 0.38% | 77 |
|
|
2022
Q1 | $656K | Sell |
7,209
-959
| -12% | -$87.3K | 0.39% | 80 |
|
|
2021
Q4 | $955K | Buy |
8,168
+493
| +6% | +$57.6K | 0.59% | 52 |
|
|
2021
Q3 | $847K | Sell |
7,675
-251
| -3% | -$27.7K | 0.62% | 54 |
|
|
2021
Q2 | $886K | Buy |
7,926
+335
| +4% | +$37.4K | 0.65% | 52 |
|
|
2021
Q1 | $829K | Buy |
7,591
+40
| +0.5% | +$4.37K | 0.69% | 50 |
|
|
2020
Q4 | $808K | Buy |
+7,551
| New | +$808K | 0.68% | 48 |
|