Altium 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
Q2 | $1.13M | Buy |
14,833
+476
| +3% | +$36.4K | 0.08% | 141 |
|
|
2022
Q1 | $1.31M | Sell |
14,357
-286
| -2% | -$26K | 0.08% | 132 |
|
|
2021
Q4 | $1.71M | Buy |
14,643
+1,180
| +9% | +$138K | 0.11% | 102 |
|
|
2021
Q3 | $1.49M | Buy |
13,463
+456
| +4% | +$50.3K | 0.11% | 99 |
|
|
2021
Q2 | $1.45M | Buy |
13,007
+571
| +5% | +$63.8K | 0.11% | 98 |
|
|
2021
Q1 | $1.36M | Buy |
12,436
+252
| +2% | +$27.5K | 0.11% | 99 |
|
|
2020
Q4 | $1.3M | Buy |
12,184
+542
| +5% | +$58K | 0.12% | 93 |
|
|
2020
Q3 | $1M | Buy |
11,642
+473
| +4% | +$40.6K | 0.1% | 95 |
|
|
2020
Q2 | $822K | Sell |
11,169
-51
| -0.5% | -$3.75K | 0.09% | 107 |
|
|
2020
Q1 | $738K | Buy |
11,220
+1,652
| +17% | +$109K | 0.1% | 103 |
|
|
2019
Q4 | $841K | Buy |
9,568
+350
| +4% | +$30.8K | 0.1% | 113 |
|
|
2019
Q3 | $815K | Buy |
9,218
+667
| +8% | +$59K | 0.11% | 112 |
|
|
2019
Q2 | $717K | Sell |
8,551
-595
| -7% | -$49.9K | 0.1% | 127 |
|
|
2019
Q1 | $680K | Buy |
9,146
+2,023
| +28% | +$150K | 0.11% | 129 |
|
|
2018
Q4 | $459K | Buy |
7,123
+2,589
| +57% | +$167K | 0.09% | 153 |
|
|
2018
Q3 | $258K | Buy |
+4,534
| New | +$258K | 0.05% | 235 |
|