Berman Capital Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $818K | Buy |
7,425
+498
| +7% | +$54.9K | 0.13% | 88 |
|
|
2021
Q2 | $773K | Buy |
6,927
+1,867
| +37% | +$208K | 0.12% | 83 |
|
|
2021
Q1 | $552K | Sell |
5,060
-1,097
| -18% | -$120K | 0.12% | 92 |
|
|
2020
Q4 | $658K | Buy |
6,157
+2,167
| +54% | +$232K | 0.16% | 69 |
|
|
2020
Q3 | $340K | Sell |
3,990
-109
| -3% | -$9.29K | 0.1% | 91 |
|
|
2020
Q2 | $300K | Sell |
4,099
-127
| -3% | -$9.3K | 0.08% | 96 |
|
|
2020
Q1 | $276K | Buy |
4,226
+2,009
| +91% | +$131K | 0.09% | 90 |
|
|
2019
Q4 | $194K | Sell |
2,217
-131
| -6% | -$11.5K | 0.06% | 139 |
|
|
2019
Q3 | $206K | Buy |
2,348
+82
| +4% | +$7.19K | 0.06% | 126 |
|
|
2019
Q2 | $189K | Sell |
2,266
-41
| -2% | -$3.42K | 0.06% | 135 |
|
|
2019
Q1 | $170K | Buy |
2,307
+347
| +18% | +$25.6K | 0.06% | 139 |
|
|
2018
Q4 | $125K | Buy |
+1,960
| New | +$125K | 0.05% | 149 |
|