Altus Wealth 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 |
-2,191
| Closed | -$210K | – | 155 |
|
|
2023
Q4 | $210K | Sell |
2,191
-145
| -6% | -$13.9K | 0.12% | 131 |
|
|
2023
Q3 | $213K | Sell |
2,336
-135
| -5% | -$12.3K | 0.14% | 119 |
|
|
2023
Q2 | $245K | Buy |
2,471
+5
| +0.2% | +$495 | 0.15% | 118 |
|
|
2023
Q1 | $257K | Sell |
2,466
-216
| -8% | -$22.5K | 0.17% | 111 |
|
|
2022
Q4 | $266K | Sell |
2,682
-291
| -10% | -$28.9K | 0.2% | 108 |
|
|
2022
Q3 | $328K | Hold |
2,973
| – | – | 0.33% | 74 |
|
|
2022
Q2 | $328K | Buy |
2,973
+103
| +4% | +$11.4K | 0.33% | 74 |
|
|
2022
Q1 | $261K | Sell |
2,870
-94
| -3% | -$8.55K | 0.21% | 90 |
|
|
2021
Q4 | $347K | Sell |
2,964
-9
| -0.3% | -$1.05K | 0.29% | 80 |
|
|
2021
Q3 | $328K | Sell |
2,973
-331
| -10% | -$36.5K | 0.33% | 74 |
|
|
2021
Q2 | $369K | Sell |
3,304
-13
| -0.4% | -$1.45K | 0.36% | 68 |
|
|
2021
Q1 | $379K | Sell |
3,317
-28
| -0.8% | -$3.2K | 0.38% | 65 |
|
|
2020
Q4 | $357K | Buy |
+3,345
| New | +$357K | 0.34% | 59 |
|