Avondale Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-200
| Closed | -$20.8K | – | 135 |
|
2023
Q1 | $20.8K | Hold |
200
| – | – | 0.02% | 107 |
|
2022
Q4 | $19.8K | Sell |
200
-100
| -33% | -$9.92K | 0.02% | 101 |
|
2022
Q3 | $25K | Hold |
300
| – | – | 0.03% | 89 |
|
2022
Q2 | $23K | Sell |
300
-50
| -14% | -$3.83K | 0.03% | 87 |
|
2022
Q1 | $32K | Buy |
350
+50
| +17% | +$4.57K | 0.04% | 74 |
|
2021
Q4 | $35K | Hold |
300
| – | – | 0.04% | 75 |
|
2021
Q3 | $33K | Hold |
300
| – | – | 0.03% | 80 |
|
2021
Q2 | $34K | Hold |
300
| – | – | 0.03% | 82 |
|
2021
Q1 | $33K | Hold |
300
| – | – | 0.03% | 78 |
|
2020
Q4 | $32K | Hold |
300
| – | – | 0.04% | 68 |
|
2020
Q3 | $26K | Hold |
300
| – | – | 0.04% | 67 |
|
2020
Q2 | $22K | Hold |
300
| – | – | 0.03% | 67 |
|
2020
Q1 | $20K | Hold |
300
| – | – | 0.03% | 70 |
|
2019
Q4 | $26K | Hold |
300
| – | – | 0.04% | 63 |
|
2019
Q3 | $27K | Hold |
300
| – | – | 0.04% | 62 |
|
2019
Q2 | $25K | Hold |
300
| – | – | 0.02% | 71 |
|
2019
Q1 | $22K | Hold |
300
| – | – | 0.02% | 77 |
|
2018
Q4 | $19K | Hold |
300
| – | – | 0.02% | 73 |
|
2018
Q3 | $17K | Hold |
300
| – | – | 0.02% | 74 |
|
2018
Q2 | $15K | Hold |
300
| – | – | 0.01% | 76 |
|
2018
Q1 | $17K | Hold |
300
| – | – | 0.01% | 68 |
|
2017
Q4 | $17K | Buy |
+300
| New | +$17K | 0.01% | 78 |
|