BRWM
B. Riley Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $101K | Sell |
15,717
-22,242
| -59% | -$143K | 0.12% | 53 |
|
|
2022
Q1 | $3.45M | Sell |
37,959
-4,069
| -10% | -$370K | 0.27% | 92 |
|
|
2021
Q4 | $4.92M | Sell |
42,028
-2,220
| -5% | -$260K | 0.34% | 70 |
|
|
2021
Q3 | $4.88M | Buy |
44,248
+35,103
| +384% | +$3.87M | 0.37% | 65 |
|
|
2021
Q2 | $1.02M | Buy |
9,145
+30
| +0.3% | +$3.36K | 0.11% | 160 |
|
|
2021
Q1 | $996K | Sell |
9,115
-150
| -2% | -$16.4K | 0.12% | 156 |
|
|
2020
Q4 | $991K | Sell |
9,265
-400
| -4% | -$42.8K | 0.13% | 147 |
|
|
2020
Q3 | $830K | Sell |
9,665
-31,368
| -76% | -$2.69M | 0.1% | 166 |
|
|
2020
Q2 | $3.02M | Buy |
41,033
+15,959
| +64% | +$1.17M | 0.33% | 73 |
|
|
2020
Q1 | $1.65M | Buy |
25,074
+13,324
| +113% | +$876K | 0.17% | 119 |
|
|
2019
Q4 | $1.03M | Buy |
11,750
+822
| +8% | +$72.3K | 0.15% | 140 |
|
|
2019
Q3 | $966K | Sell |
10,928
-409
| -4% | -$36.2K | 0.17% | 134 |
|
|
2019
Q2 | $950 | Buy |
11,337
+11
| +0.1% | +$1 | 0.15% | 137 |
|
|
2019
Q1 | $842K | Buy |
11,326
+4,988
| +79% | +$371K | 0.15% | 152 |
|
|
2018
Q4 | $409K | Buy |
6,338
+183
| +3% | +$11.8K | 0.09% | 202 |
|
|
2018
Q3 | $350K | Buy |
+6,155
| New | +$350K | 0.09% | 197 |
|
|
2016
Q1 | $668K | Buy |
11,203
+444
| +4% | +$26.5K | 1% | 27 |
|
|
2015
Q4 | $645K | Buy |
10,759
+352
| +3% | +$21.1K | 0.82% | 33 |
|
|
2015
Q3 | $591K | Sell |
10,407
-13,253
| -56% | -$753K | 0.84% | 32 |
|
|
2015
Q2 | $1.27M | Buy |
23,660
+11,902
| +101% | +$638K | 1.01% | 13 |
|
|
2015
Q1 | $1.11M | Buy |
11,758
+6,524
| +125% | +$618K | 0.84% | 15 |
|
|
2014
Q4 | $429K | Buy |
5,234
+341
| +7% | +$28K | 0.35% | 62 |
|
|
2014
Q3 | $369K | Sell |
4,893
-3,713
| -43% | -$280K | 0.27% | 103 |
|
|
2014
Q2 | $665K | Buy |
8,606
+1,066
| +14% | +$82.4K | 0.43% | 47 |
|
|
2014
Q1 | $553K | Buy |
+7,540
| New | +$553K | 0.41% | 43 |
|