Benson Investment Management Company’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39,247
| Closed | -$4.59M | – | 60 |
|
|
2021
Q4 | $4.59M | Buy |
+39,247
| New | +$4.59M | 2.23% | 21 |
|
|
2020
Q3 | – | Sell |
-41,330
| Closed | -$3.04M | – | 57 |
|
|
2020
Q2 | $3.04M | Buy |
41,330
+245
| +0.6% | +$18K | 2.1% | 32 |
|
|
2020
Q1 | $2.7M | Buy |
41,085
+540
| +1% | +$35.5K | 2.17% | 32 |
|
|
2019
Q4 | $3.37M | Buy |
+40,545
| New | +$3.37M | 2.17% | 33 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 82 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 82 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | -$1K | – | 86 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 87 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 90 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 91 |
|