Financial Advisory Partners’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 |
-33,204
| Closed | -$3.03M | – | 70 |
|
|
2024
Q1 | $3.03M | Sell |
33,204
-5,795
| -15% | -$530K | 1.17% | 42 |
|
|
2023
Q4 | $3.74M | Sell |
38,999
-164
| -0.4% | -$15.7K | 1.36% | 38 |
|
|
2023
Q3 | $3.57M | Buy |
39,163
+343
| +0.9% | +$31.3K | 1.44% | 33 |
|
|
2023
Q2 | $3.85M | Sell |
38,820
-321
| -0.8% | -$31.8K | 1.48% | 34 |
|
|
2023
Q1 | $4.08M | Sell |
39,141
-733
| -2% | -$76.3K | 1.61% | 20 |
|
|
2022
Q4 | $3.96M | Sell |
39,874
-807
| -2% | -$80.1K | 1.63% | 21 |
|
|
2022
Q3 | $3.43M | Buy |
40,681
+423
| +1% | +$35.6K | 1.49% | 31 |
|
|
2022
Q2 | $3.08M | Buy |
40,258
+760
| +2% | +$58.1K | 1.27% | 43 |
|
|
2022
Q1 | $3.59M | Buy |
39,498
+2,889
| +8% | +$263K | 1.33% | 38 |
|
|
2021
Q4 | $4.28M | Buy |
+36,609
| New | +$4.28M | 1.56% | 24 |
|