Cascade Investment Group’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 |
-2,301
| Closed | -$210K | – | 145 |
|
|
2024
Q1 | $210K | Sell |
2,301
-25
| -1% | -$2.29K | 0.16% | 137 |
|
|
2023
Q4 | $223K | Hold |
2,326
| – | – | 0.18% | 124 |
|
|
2023
Q3 | $212K | Hold |
2,326
| – | – | 0.2% | 110 |
|
|
2023
Q2 | $230K | Buy |
2,326
+350
| +18% | +$34.7K | 0.21% | 107 |
|
|
2023
Q1 | $206K | Buy |
+1,976
| New | +$206K | 0.2% | 117 |
|