BCS 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
Q1 | – | Sell |
-2,035
| Closed | -$202K | – | 192 |
|
|
2022
Q4 | $202K | Buy |
+2,035
| New | +$202K | 0.08% | 185 |
|
|
2022
Q1 | – | Sell |
-2,136
| Closed | -$250K | – | 205 |
|
|
2021
Q4 | $250K | Buy |
2,136
+22
| +1% | +$2.58K | 0.09% | 176 |
|
|
2021
Q3 | $233K | Sell |
2,114
-58
| -3% | -$6.39K | 0.1% | 155 |
|
|
2021
Q2 | $243K | Buy |
+2,172
| New | +$243K | 0.13% | 138 |
|