Baron Silver Stevens Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,374
| Closed | -$217K | – | 125 |
|
|
2024
Q1 | $217K | Buy |
2,374
+98
| +4% | +$8.96K | 0.04% | 116 |
|
|
2023
Q4 | $219K | Buy |
+2,276
| New | +$219K | 0.05% | 103 |
|
|
2023
Q2 | – | Sell |
-2,107
| Closed | -$219K | – | 112 |
|
|
2023
Q1 | $219K | Buy |
2,107
+46
| +2% | +$4.79K | 0.06% | 100 |
|
|
2022
Q4 | $204K | Buy |
+2,061
| New | +$204K | 0.05% | 95 |
|
|
2021
Q1 | – | Sell |
-1,525
| Closed | -$163K | – | 380 |
|
|
2020
Q4 | $163K | Buy |
+1,525
| New | +$163K | 0.06% | 72 |
|