Caliber Wealth Management (Utah)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,979
| Closed | -$206K | – | 63 |
|
|
2023
Q1 | $206K | Sell |
1,979
-122
| -6% | -$12.7K | 0.15% | 57 |
|
|
2022
Q4 | $208K | Sell |
2,101
-12,628
| -86% | -$1.25M | 0.16% | 84 |
|
|
2022
Q3 | $1.24M | Buy |
14,729
+22
| +0.1% | +$1.85K | 0.98% | 45 |
|
|
2022
Q2 | $1.12M | Sell |
14,707
-2,243
| -13% | -$171K | 0.87% | 47 |
|
|
2022
Q1 | $1.54M | Buy |
16,950
+2,114
| +14% | +$192K | 0.98% | 46 |
|
|
2021
Q4 | $1.49M | Buy |
14,836
+1,848
| +14% | +$185K | 1.03% | 45 |
|
|
2021
Q3 | $1.47M | Buy |
12,988
+143
| +1% | +$16.2K | 1.04% | 46 |
|
|
2021
Q2 | $1.44M | Sell |
12,845
-3,437
| -21% | -$384K | 1.02% | 40 |
|
|
2021
Q1 | $1.78M | Buy |
16,282
+2,651
| +19% | +$290K | 1.29% | 24 |
|
|
2020
Q4 | $1.46M | Buy |
+13,631
| New | +$1.46M | 1.43% | 28 |
|