Berman Capital Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $773K | Buy |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $194K | Sell |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $189K | Sell |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $125K | Buy |
|