Boyar Asset Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,316
| Closed | -$212K | – | 80 |
|
2024
Q1 | $212K | Sell |
2,316
-30
| -1% | -$2.74K | 0.14% | 77 |
|
2023
Q4 | $225K | Sell |
2,346
-20
| -0.8% | -$1.92K | 0.17% | 72 |
|
2023
Q3 | $216K | Hold |
2,366
| – | – | 0.17% | 75 |
|
2023
Q2 | $234K | Sell |
2,366
-10
| -0.4% | -$991 | 0.17% | 69 |
|
2023
Q1 | $247K | Hold |
2,376
| – | – | 0.19% | 67 |
|
2022
Q4 | $236K | Hold |
2,376
| – | – | 0.19% | 72 |
|
2022
Q3 | $200K | Buy |
+2,376
| New | +$200K | 0.16% | 79 |
|
2022
Q2 | – | Sell |
-2,484
| Closed | -$226K | – | 83 |
|
2022
Q1 | $226K | Buy |
2,484
+290
| +13% | +$26.4K | 0.15% | 78 |
|
2021
Q4 | $257K | Hold |
2,194
| – | – | 0.15% | 74 |
|
2021
Q3 | $242K | Hold |
2,194
| – | – | 0.16% | 75 |
|
2021
Q2 | $245K | Hold |
2,194
| – | – | 0.16% | 77 |
|
2021
Q1 | $240K | Hold |
2,194
| – | – | 0.16% | 74 |
|
2020
Q4 | $235K | Buy |
+2,194
| New | +$235K | 0.18% | 66 |
|