Fairhaven Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,389
| Closed | -$308K | – | 129 |
|
|
2022
Q1 | $308K | Sell |
3,389
-80
| -2% | -$7.27K | 0.13% | 76 |
|
|
2021
Q4 | $406K | Buy |
3,469
+3
| +0.1% | +$351 | 0.16% | 64 |
|
|
2021
Q3 | $382K | Sell |
3,466
-62
| -2% | -$6.83K | 0.16% | 69 |
|
|
2021
Q2 | $394K | Sell |
3,528
-35
| -1% | -$3.91K | 0.16% | 67 |
|
|
2021
Q1 | $389K | Sell |
3,563
-3
| -0.1% | -$328 | 0.16% | 68 |
|
|
2020
Q4 | $381K | Sell |
3,566
-217
| -6% | -$23.2K | 0.17% | 67 |
|
|
2020
Q3 | $325K | Buy |
3,783
+40
| +1% | +$3.44K | 0.19% | 61 |
|
|
2020
Q2 | $275K | Buy |
3,743
+692
| +23% | +$50.8K | 0.18% | 66 |
|
|
2020
Q1 | $201K | Buy |
+3,051
| New | +$201K | 0.18% | 67 |
|