Curi Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,253
| Closed | -$216K | – | 115 |
|
|
2023
Q4 | $216K | Buy |
+2,253
| New | +$216K | 0.03% | 151 |
|
|
2023
Q3 | – | Sell |
-2,485
| Closed | -$246K | – | 174 |
|
|
2023
Q2 | $246K | Buy |
2,485
+2
| +0.1% | +$198 | 0.03% | 145 |
|
|
2023
Q1 | $259K | Sell |
2,483
-248
| -9% | -$25.8K | 0.04% | 138 |
|
|
2022
Q4 | $271K | Sell |
2,731
-44
| -2% | -$4.37K | 0.04% | 156 |
|
|
2022
Q3 | $234K | Buy |
2,775
+165
| +6% | +$13.9K | 0.04% | 156 |
|
|
2022
Q2 | $199K | Sell |
2,610
-218
| -8% | -$16.6K | 0.04% | 116 |
|
|
2022
Q1 | $257K | Buy |
2,828
+474
| +20% | +$43.1K | 0.04% | 100 |
|
|
2021
Q4 | $275K | Sell |
2,354
-1
| -0% | -$117 | 0.05% | 96 |
|
|
2021
Q3 | $259K | Sell |
2,355
-300
| -11% | -$33K | 0.12% | 77 |
|
|
2021
Q2 | $296K | Buy |
2,655
+296
| +13% | +$33K | 0.15% | 72 |
|
|
2021
Q1 | $257K | Buy |
2,359
+247
| +12% | +$26.9K | 0.16% | 75 |
|
|
2020
Q4 | $225K | Buy |
+2,112
| New | +$225K | 0.16% | 75 |
|