EPG 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
Q3 | – | Hold |
0
| – | -$556K | – | 452 |
|
|
2024
Q2 | – | Sell |
-5,297
| Closed | -$484K | – | 163 |
|
|
2024
Q1 | $484K | Buy |
5,297
+708
| +15% | +$64.7K | 0.12% | 171 |
|
|
2023
Q4 | $431K | Buy |
+4,589
| New | +$431K | 0.11% | 171 |
|
|
2021
Q4 | – | Sell |
-2,481
| Closed | -$274K | – | 402 |
|
|
2021
Q3 | $274K | Buy |
2,481
+191
| +8% | +$21.1K | 0.11% | 166 |
|
|
2021
Q2 | $256K | Buy |
2,290
+297
| +15% | +$33.2K | 0.11% | 168 |
|
|
2021
Q1 | $218K | Buy |
1,993
+5
| +0.3% | +$547 | 0.11% | 175 |
|
|
2020
Q4 | $213K | Buy |
+1,988
| New | +$213K | 0.13% | 144 |
|
|
2020
Q2 | – | Sell |
-1,277
| Closed | -$84K | – | 638 |
|
|
2020
Q1 | $84K | Sell |
1,277
-327
| -20% | -$21.5K | 0.06% | 200 |
|
|
2019
Q4 | $141K | Buy |
+1,604
| New | +$141K | 0.1% | 126 |
|