Blue Zone Wealth Advisors’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 |
-30,997
| Closed | -$3.63M | – | 107 |
|
|
2021
Q4 | $3.63M | Buy |
30,997
+707
| +2% | +$82.7K | 1.2% | 27 |
|
|
2021
Q3 | $3.34M | Sell |
30,290
-89
| -0.3% | -$9.82K | 1.16% | 27 |
|
|
2021
Q2 | $3.4M | Buy |
30,379
+14
| +0% | +$1.57K | 1.28% | 25 |
|
|
2021
Q1 | $3.32M | Buy |
30,365
+213
| +0.7% | +$23.3K | 1.41% | 23 |
|
|
2020
Q4 | $3.23M | Buy |
30,152
+195
| +0.7% | +$20.9K | 1.56% | 20 |
|
|
2020
Q3 | $2.57M | Sell |
29,957
-5,894
| -16% | -$506K | 1.45% | 21 |
|
|
2020
Q2 | $2.64M | Buy |
+35,851
| New | +$2.64M | 1.47% | 17 |
|