Balasa Dinverno & Foltz’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $775K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $884K | Buy |
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|
2018
Q3 | $494K | Sell |
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|
2018
Q2 | $452K | Sell |
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|
2018
Q1 | $553K | Sell |
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|
2017
Q4 | $653K | Buy |
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|
2017
Q3 | $603K | Sell |
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|
2017
Q2 | $677K | Buy |
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|
2017
Q1 | $610K | Buy |
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|
2016
Q4 | $555K | Sell |
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|
2016
Q3 | $542K | Sell |
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|
2016
Q2 | $596K | Sell |
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|
2016
Q1 | $703K | Sell |
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|
2015
Q4 | $739K | Buy |
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|
2015
Q3 | $689K | Buy |
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|
2015
Q2 | $636K | Sell |
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|
2015
Q1 | $567K | Buy |
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|
2014
Q4 | $484K | Hold |
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|
2014
Q3 | $445K | Buy |
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|
2014
Q2 | $455K | Buy |
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|
2014
Q1 | $430K | Buy |
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|
2013
Q4 | $421K | Buy |
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|
2013
Q3 | $409K | Buy |
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|
2013
Q2 | $345K | Buy |
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