BDO Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $530K | Buy |
5,350
+2,276
| +74% | +$225K | 0.06% | 172 |
|
|
2023
Q1 | $320K | Sell |
3,074
-268
| -8% | -$27.9K | 0.04% | 201 |
|
|
2022
Q4 | $331K | Sell |
3,342
-99
| -3% | -$9.82K | 0.04% | 212 |
|
|
2022
Q3 | $290K | Sell |
3,441
-249
| -7% | -$21K | 0.04% | 213 |
|
|
2022
Q2 | $282K | Sell |
3,690
-275
| -7% | -$21K | 0.03% | 218 |
|
|
2022
Q1 | $361K | Buy |
3,965
+90
| +2% | +$8.19K | 0.04% | 209 |
|
|
2021
Q4 | $453K | Sell |
3,875
-180
| -4% | -$21K | 0.05% | 193 |
|
|
2021
Q3 | $447K | Sell |
4,055
-170
| -4% | -$18.7K | 0.05% | 193 |
|
|
2021
Q2 | $472K | Sell |
4,225
-199
| -4% | -$22.2K | 0.05% | 191 |
|
|
2021
Q1 | $483K | Buy |
4,424
+3,524
| +392% | +$385K | 0.06% | 180 |
|
|
2020
Q4 | $96K | Buy |
900
+126
| +16% | +$13.4K | 0.01% | 294 |
|
|
2020
Q3 | $66K | Buy |
774
+47
| +6% | +$4.01K | 0.01% | 304 |
|
|
2020
Q2 | $54K | Buy |
727
+3
| +0.4% | +$223 | 0.01% | 319 |
|
|
2020
Q1 | $48K | Buy |
724
+693
| +2,235% | +$45.9K | 0.01% | 338 |
|
|
2019
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 544 |
|
|
2019
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 580 |
|
|
2019
Q2 | $3K | Buy |
31
+1
| +3% | +$97 | ﹤0.01% | 565 |
|
|
2019
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $2K | Sell |
30
-96
| -76% | -$6.4K | ﹤0.01% | 504 |
|
|
2018
Q3 | $7K | Buy |
126
+1
| +0.8% | +$56 | ﹤0.01% | 486 |
|
|
2018
Q2 | $6K | Buy |
125
+27
| +28% | +$1.3K | ﹤0.01% | 498 |
|
|
2018
Q1 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 431 |
|
|
2017
Q3 | – | Sell |
-96
| Closed | -$6K | – | 529 |
|
|
2017
Q2 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 417 |
|